Nicholas Allen has been an investment adviser representative at Whitaker-Myers Wealth Managers since October 2022, and is not listed among the firm’s executive officers or direct owners.
Whitaker-Myers Wealth Managers, LTD. is a Mansfield, OH firm with $851M under management, 3,458 clients and 10 advisers across 20 offices, as of its June 2026 filing.
Nicholas Allen’s longest registration is the current one, 3 years at Whitaker-Myers Wealth Managers since 2022.
- Bluespring Wealth Management, LLCAlso current– present · under a yearMansfield, OH · Adviser representative · Firm CRD 152667
- – present · 3 yearsWooster, OH · Adviser representative · Firm CRD 286093
Investment adviser representative registrations
Nicholas Allen is registered as an investment adviser representative in 3 states. The first approvals date from October 2022; the most recent is New Hampshire, in November 2024.
- New HampshireSince 5 November 2024
- OhioSince 28 October 2022
- TexasSince 29 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 October 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nicholas S Allen
- CRD
- 7628861
- Firm
- Whitaker-Myers Wealth Managers · CRD 286093
- Office
- 3524 Commerce Pkwy, Wooster, OH 44691
- Registration
- Investment adviser registration
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Nicholas Allen work?
Nicholas Allen is an investment adviser representative registered through Whitaker-Myers Wealth Managers, LTD. since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Nicholas Allen a financial advisor?
Yes. Nicholas Allen has a current investment-adviser registration in New Hampshire, Ohio and Texas, through Whitaker-Myers Wealth Managers since October 2022.
How many years of experience does Nicholas Allen have?
Nicholas Allen has 3 years in the financial industry, since October 2022, across 2 adviser firms.
What exams has Nicholas Allen passed?
Nicholas Allen passed the Series 65 in October 2022.
Where is Nicholas Allen based?
Nicholas Allen’s registered office is in Wooster, OH.
Is Nicholas Allen registered with FINRA?
No. Nicholas Allen has no current broker registration.
How can I verify Nicholas Allen’s record?
Search CRD 7628861 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Allen’s full registration record.
- John-Mark YoungPresident/Chief Investment Officer
- Kelly TaylorChief Compliance Officer
- Matthew HarrisMember
- Chris VanderzydenMember
- Ryan EmmonsMember
- Seth BuckwalterMember