Alma, MI Office

Team
Updated today

Client AUM

$2,486,681,777

Clients

5,871

Advisors

2

Of 100 advisors across 77 offices

Location

323 Grtiot Ave

Alma MI 48801

Advisors at this office

2

Advisors at this office

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Shannon N

Series 66

Alma, MI

International Assets Investment Management, LLC

Shannon Nagy is a financial advisor with International Assets Investment Management, LLC and holds a Series 66 designation. He has 11 years of industry experience, including roles at Securities America Advisors and Securities America Inc. since 2014. In addition to his advisory work, Nagy is a salaried resident producer and agent for Nichols Financial Group Inc., focusing on fixed annuity and life insurance sales. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s advisors use a customized, long-term approach to portfolio construction, employing mutual funds, ETFs, equities, fixed income, and may incorporate options hedges or third-party money managers to align with client objectives and risk tolerance.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kevin N

Series 63, Series 66

Alma, MI

International Assets Investment Management, LLC

Kevin Nichols is a financial advisor with International Assets Investment Management, LLC and holds Series 63 and Series 66 licenses. He has 37 years of industry experience, including over 30 years with Securities America Advisors, Inc. and Securities America, Inc., as well as four decades running Nichols Financial Group. Outside of his advisory role, he owns and operates Nichols Financial Group, specializing in fixed annuities and life insurance sales. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio construction and access to third-party money managers, emphasizing a diverse approach including mutual funds, ETFs, equities, and fixed income.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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