Nick Handeland
Managing Partner
Nick and Steve established Edge Wealth Management in 2022. Nick has been in the financial services industry since 2016. He was previously with J.P. Morgan, as an Investment Analyst and Client Advisor, where he worked on a team to help manage assets for individuals and institutions. He has a strong focus on private wealth management, financial planning, 401(k) Plan Management, and NonQualified Deferred Compensation. Nick earned his finance degree from Michigan State University.
LICENSES & DESIGNATIONS
Accredited Investment Fiduciary (AIF®)
Series 7 - General Securities Representative Examination
Series 65 - Uniform Investment Adviser Law Examination
Series 63 - Uniform Securities Agent State Law Examination
SIE - Securities Industry Essentials Examination
EDUCATION
Bachelor of Arts Degree in Finance – Michigan State University