Nikolas Miner has been an investment adviser representative at Momentous Wealth Management since August 2022, and is not listed among the firm’s executive officers or direct owners.
Momentous Wealth Management, Inc. is a Vancouver, WA firm with $410M under management, 492 clients and 7 advisers across 4 offices, as of its July 2026 filing.
Nikolas Miner’s longest registration is the current one, 4 years at Momentous Wealth Management since 2022. Before joining Momentous Wealth Management in 2022, Nikolas Miner was registered through Ameriprise Financial Services, LLC.
- – present · 4 yearsVancouver, WA · Adviser representative · Firm CRD 288429
- Ameriprise Financial Services, LLC– · 1 yearVancouver, WA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Nikolas Miner is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2022; the most recent is Texas, in April 2026.
- TexasResidentSince 8 April 2026
- WashingtonSince 16 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 18 April 2023 |
| Series 66 | Uniform Combined State Law Examination | 8 September 2020 |
| Series 7TO | General Securities Representative Examination | 7 August 2020 |
| SIE | Securities Industry Essentials Examination | 10 July 2020 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Nikolas Isaak Miner
- CRD
- 7259795
- Firm
- Momentous Wealth Management · CRD 288429
- Office
- 300 E. 17TH STREET, Vancouver, WA 98663
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Nikolas Miner work?
Nikolas Miner is an investment adviser representative registered through Momentous Wealth Management, Inc. since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Nikolas Miner a financial advisor?
Yes. Nikolas Miner has a current investment-adviser registration in Texas and Washington, through Momentous Wealth Management since August 2022.
How many years of experience does Nikolas Miner have?
Nikolas Miner has 6 years in the financial industry, since August 2020, across 2 adviser firms.
What exams has Nikolas Miner passed?
Nikolas Miner has passed 4 licensing exams: the SIE, Series 7TO, Series 66 and Series 6TO. The earliest, the SIE, was passed in July 2020.
Where is Nikolas Miner based?
Nikolas Miner’s registered office is in Vancouver, WA.
Is Nikolas Miner registered with FINRA?
Yes. Nikolas Miner has a current broker registration, under CRD 7259795.
Source: FINRA BrokerCheck
How can I verify Nikolas Miner’s record?
Search CRD 7259795 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Nikolas Miner’s full registration record.