Situated at 501 Centre Street, Suite 124 in Historic Downtown Fernandina Beach, Nicklas Wealth Management (operating through Raymond James Financial Services Advisors, Inc., CRD #149018 / SEC File #801-69815, and Raymond James Financial Services, Inc., CRD #6694) is led by Managing Partner Steven Joseph 'Steve' Nicklas, CRPC™, CLTC® (CRD #2466601, registered since 1994 and longtime financial columnist for the Fernandina Beach News-Leader and Yulee News). Holding both the Chartered Retirement Planning Counselor™ (CRPC™) and Certified in Long-Term Care (CLTC®) designations, Steve Nicklas specializes in tax-efficient retirement income distribution, certified long-term care and assisted living reserve modeling, dividend-growth and municipal bond portfolios, and pension and 401(k)/TSP rollovers for retirees across Amelia Island, Fernandina Beach (32034), Yulee (32097), Callahan (32011), and Hilliard (32046).
Official Verification Sources: SEC IAPD Individual Summary — Steven Joseph Nicklas (CRD #2466601); Nicklas Wealth Management — Raymond James Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Steven Joseph 'Steve' Nicklas, CRPC™, CLTC® (CRD #2466601, registered since 1994), Managing Partner at Nicklas Wealth Management (501 Centre St, Ste 124, Fernandina Beach, FL 32034).
Factual details and direct answers about Nicklas Wealth Management — Raymond James Financial Services's services, licensing, and credentials.
What does the CLTC® (Certified in Long-Term Care) designation mean for Nassau County retirees working with Steve Nicklas?
The Certified in Long-Term Care (CLTC®) credential trains financial planners to model the multi-year financial impact of in-home care, assisted living, or memory care at communities like The Lakeside at Amelia Island or Osprey Village, structuring hybrid life/LTC policies and liquidity reserves to protect a healthy spouse's retirement income.
Where is Nicklas Wealth Management located in Fernandina Beach?
The practice is located in Historic Downtown Fernandina Beach at 501 Centre Street, Suite 124, Fernandina Beach, FL 32034, reachable at (904) 663-4300.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.