Nicholas Loberg has been an investment adviser representative at Greystone Financial Group since April 2026, and is not listed among the firm’s executive officers or direct owners. Nicholas Loberg holds a Degree in Business Administration with a concentration in Marketing from Saginaw Valley State University.
Greystone Financial Group, LLC is a Bloomfield Hills, MI firm with $495M under management, 582 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Nick Loberg is Portfolio Manager of Greystone Financial Group. He began his career in the financial services industry in 2016 and has held roles across sales, client service, operations, portfolio management and leadership.
Nicholas Loberg’s longest registration was 1 year at Spectrum Financial Resources (2022–2024). Before joining Greystone Financial Group in 2026, Nicholas Loberg was registered through Concorde Asset Management, LLC and Spectrum Financial Resources.
- – present · under a yearBloomfield Hills, MI · Adviser representative · Firm CRD 306595
- Concorde Asset Management, LLC– · 1 yearAnn Arbor, MI · Adviser representative · Firm CRD 140367
- Spectrum Financial Resources– · 1 yearTroy, MI · Adviser representative · Firm CRD 127453
- United Planners' Financial Services of America A Limited Partner– · under a yearTroy, MI · Adviser representative · Firm CRD 20804
- Corecap Advisors– · 1 yearSouthfield, MI · Adviser representative · Firm CRD 158819
- Harbor Light Planning– · under a yearWixom, MI · Adviser representative · Firm CRD 129022
Investment adviser representative registrations
Nicholas Loberg is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in April 2026.
- MichiganSince 24 April 2026
- TexasResidentSince 27 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 7 March 2023 |
| Series 7TO | General Securities Representative Examination | 9 September 2022 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 February 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 17 August 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 July 2017 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 6778518
- Firm
- Greystone Financial Group · CRD 306595
- Office
- 665 HULET DR., Bloomfield Hills, MI 48302-0324
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greystonefg.com
Where does Nicholas Loberg work?
Nicholas Loberg is an investment adviser representative registered through Greystone Financial Group, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Nicholas Loberg a financial advisor?
Yes. Nicholas Loberg has a current investment-adviser registration in Michigan and Texas, through Greystone Financial Group since April 2026.
How many years of experience does Nicholas Loberg have?
Nicholas Loberg has 8 years in the financial industry, since April 2018, across 6 adviser firms.
What exams has Nicholas Loberg passed?
Nicholas Loberg has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 7TO and Series 24. The earliest, the Series 6, was passed in July 2017. FINRA credited Nicholas Loberg with the SIE, which began in October 2018.
Where did Nicholas Loberg work before Greystone Financial Group?
Before Greystone Financial Group, Nicholas Loberg was registered through Concorde Asset Management, LLC, July 2024 to March 2026; Spectrum Financial Resources, September 2022 to June 2024; United Planners' Financial Services of America A Limited Partner, May 2022 to May 2022; Corecap Advisors, January 2021 to May 2022; Harbor Light Planning, February 2020 to December 2020.
Where is Nicholas Loberg based?
Nicholas Loberg’s registered office is in Bloomfield Hills, MI.
Is Nicholas Loberg registered with FINRA?
No. Nicholas Loberg has no current broker registration.
How can I verify Nicholas Loberg’s record?
Search CRD 6778518 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Loberg’s full registration record.
