Nickolas Minard - Email & Phone Number

Client Portfolio Manager at Trajan Wealth Llc

Nickolas Minard is based out of Phoenix, Arizona, United States and works at Trajan Wealth Llc as Client Portfolio Manager.

Nickolas Minard's Contact Information

Latest update

September 23, 2025

Location

Phoenix, Arizona, United States

Nickolas's current employer

Trajan Wealth Llc

Description

Trajan Wealth is client-centeric and we value our fiduciary relationships. Contact us for help on reaching your financial goals!

Website

trajanwealth.com

HQ Location

Scottsdale, AZ, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Trajan Wealth Llc

Frequent questions about Nickolas Minard

What company is Nickolas Minard working for?

Nickolas Minard works for Trajan Wealth Llc.

What is Nickolas Minard's function at Trajan Wealth Llc?

Nickolas Minard is Client Portfolio Manager at Trajan Wealth Llc.

Where is Nickolas Minard based?

Nickolas Minard is based out of Phoenix, Arizona, United States.

Who are Nickolas Minard's co-workers?

Nickolas Minard's colleagues are Jeff Junior, Mike Wilson, Rubén Angulo, Sterling Russell, David Busch, CFA, Mollie Everett, Eric Tseng, Katie Terrazas, Ann Wang, Jessie Grenfell, Rebecca Hollingsworth, Shane McGreevy, Ilya Roytman, Thomas Kelleher, Steve Shelvey, Jeff Gonzales, Tami Hampshire, Michael Collins, Brandon Gerfen, Patricia Pellett, Marti Bryant, Corbett LaDuke, Steve Woodhead, Udayan Mitra, Paul Mann, Tim Lambros, Nicole Smith, Chris Nowack, Judith Maldonado, Nate Haberman, Laurie Turley, Nathan Faerber.

Nickolas's co-workers

Jeff Junior

CEO and Independent Financial Advisor

Mike Wilson

Vice President and Financial Planner

Rubén Angulo

VP of Advisor Development & Investment Advisor Representative

Sterling Russell

Director Of Fixed Income

David Busch, CFA

Director of Fixed Income

Mollie Everett

Director of Marketing

Eric Tseng

Head of Client Development

Katie Terrazas

Marketing Manager

Ann Wang

Investment Specialist

Jessie Grenfell

Senior Salesforce Developer

Rebecca Hollingsworth

Content Creation Manager

Shane McGreevy

Chief Operating Officer

Ilya Roytman

Fiduciary Advisor

Thomas Kelleher

Client Portfolio Manager

Chief Marketing Officer

Client Portfolio Manager

Chief Investment Officer

Paul Mann

Continuous Improvement Manager

Client Relationship Manager

Nate Haberman

Client Portfolio Manager

Laurie Turley

Investment Advisor Representative

Nathan Faerber

Finacial Advisor

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