Nicholas Stecklein has been an investment adviser representative at Telos Partners since April 2026, and is not listed among the firm’s executive officers or direct owners.
Telos Partners LLC is an Avon, CT firm with $139M under management, 65 clients and 4 advisers across 2 offices, as of its September 2026 filing.
Nick Stecklein is Tax Advisor of Telos Partners. He spent six years as a financial advisor and, while working in financial planning, started a tax business on the side to better support existing clients. His work is centered on helping clients make tax-efficient decisions that align with their broader financial goals.
Nicholas Stecklein’s longest registration was 2 years at North Capital (2021–2024). Before joining Telos Partners in 2026, Nicholas Stecklein was registered through Diversify Wealth Management, LLC and North Capital.
- Telos Partners LLCCurrent– present · under a yearLehi, UT · Adviser representative · Firm CRD 340922
- Diversify Wealth Management, LLC– · under a yearOrem, UT · Adviser representative · Firm CRD 329878
- North Capital– · 2 yearsSalt Lake City, UT · Adviser representative · Firm CRD 148802
- Firstpurpose Wealth LLC– · 1 yearOrem, UT · Adviser representative · Firm CRD 145593
- Moss Adams Wealth Advisors LLC– · under a yearWoodland Hills, CA · Adviser representative · Firm CRD 108917
Professional designations
Listed by Telos Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Nicholas Stecklein is registered as an investment adviser representative in Utah, since April 2026.
- UtahSince 29 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 19 November 2020 |
| Series 7TO | General Securities Representative Examination | 13 October 2020 |
| SIE | Securities Industry Essentials Examination | 27 May 2020 |
| Series 65 | Uniform Investment Adviser Law Examination | 12 March 2019 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nicholas Brian Stecklein
- CRD
- 6827498
- Firm
- Telos Partners · CRD 340922
- Office
- Lehi, UT
- Registration
- Investment adviser registration
- In the industry since
- April 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- teloswealthpartners.com
Where does Nicholas Stecklein work?
Nicholas Stecklein is an investment adviser representative registered through Telos Partners LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Nicholas Stecklein a financial advisor?
Yes. Nicholas Stecklein has a current investment-adviser registration in Utah, through Telos Partners since April 2026.
How many years of experience does Nicholas Stecklein have?
Nicholas Stecklein has 6 years in the financial industry, since April 2020, across 5 adviser firms.
What exams has Nicholas Stecklein passed?
Nicholas Stecklein has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in March 2019.
Where did Nicholas Stecklein work before Telos Partners?
Before Telos Partners, Nicholas Stecklein was registered through Diversify Wealth Management, LLC, March 2025 to January 2026; North Capital, July 2021 to June 2024; Firstpurpose Wealth LLC, February 2020 to July 2021; Moss Adams Wealth Advisors LLC, March 2019 to February 2020.
Where is Nicholas Stecklein based?
Nicholas Stecklein’s registered office is in Lehi, UT.
Is Nicholas Stecklein registered with FINRA?
No. Nicholas Stecklein has no current broker registration.
Is Nicholas Stecklein a CFP?
Telos Partners lists Nicholas Stecklein with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Nick Stecklein, CFP®, EA biography, teloswealthpartners.com
How can I verify Nicholas Stecklein’s record?
Search CRD 6827498 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Stecklein’s full registration record.
