Nicholas Schlagheck

Registered Representative
Investment Adviser Representative

State Registrations: MI, OH


Mission Statement:

I specialize in helping individuals, families, and businesses create financial programs to help achieve financial independence.

Personal & Professional Qualifications:

BA & Graduate Certificate in Business Administration from Eastern Michigan University.

Company Specialty:

Retirement planning and asset/wealth accumulation.

Specialty Services:

  • Retirement planning
  • Estate planning
  • Business retirement plans
  • Employee benefits
  • College savings plans
  • Life insurance
  • Long-term care insurance

Additional Services:

I offer my clients the flexibility of meeting me where they feel comfortable, whether it is at their homes, places of work, or somewhere else if they would prefer.

Phone 216-741-3113
Fax 866-274-3169
Mobile Phone 419-495-8200