Timo L. Nicholaou

Timo has been in the investment advisory business since 1984, beginning his career at Merrill Lynch. He then took positions with Drexel Burnham Lambert, and First of Michigan to develop institutional bond trading in the western Michigan region. After years of working with larger firms he decided to develop a boutique like atmosphere whereby he had more flexibility on the services and investment products that he can offer to clients.

Timo holds a B.S. Degree in Hospital Administration from Ferris State University, a Master’s in Business from Central Michigan University, and has completed all class requirements to attain his CERTIFIED FINANCIAL™  certification through the Business Program at Oakland University. He holds a Series 7 FINRA registration, State of Michigan License Series 63 & 65, Life & Health Insurance License with the State of Michigan, PTIN & EFIN Registration with the Internal Revenue Service.