Nicholas August, CFP®, CPWA®

Nick is a Financial Advisor with over 10 years of experience in the industry. He works closely with clients to comprehend and prepare for major life events such as retirement, college planning, wealth accumulation strategies and intergenerational wealth transfer. His primary role is to understand every client's unique financial goals and situation to implement the best possible solution while acting as a fiduciary.

Nick earned his bachelor’s degree in business and politics from Marquette University. He worked for a non-profit organization after graduation, then became a financial advisor with Morgan Stanley. He has completed both his CERTIFIED FINANCIAL PLANNER® professional and Certified Private Wealth Advisor® certifications. These certifications are designed for advisors who specialize with financial planning and the unique challenges faced by high net worth and ultra-high net worth investors.

Why Baird?

Nick is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.