I have been providing financial advice with Edward Jones since 2010. As a result of my time in the business, I am fortunate to work with many individuals and families in my community and throughout the country. I hold a CFP® industry designation along with my insurance and securities licenses. My business partner, Lynn Bumstead, has been part of our team engaging in client support since 2013.
As financial advisors we partner with individuals and families in pursuit of financial independence. We follow a detailed process that puts all of the pieces of their financial puzzle together, so they can live more and worry less. By discovering what is important to our clients we provide tailored solutions and a personal road map to work towards their financial ambitions. Our ongoing monitoring helps to ensure our clients remain on track for what matters most: mapping out and planning for retirement; preparing for college expenses; ensuring family wealth passes to the next generation or to a supported cause; working for better tax efficiency, wealth strategies and diversification.
I enjoy my community involvement with the Rotary Club of Western Johnson County, where I am past president and currently sit on the board for our club's foundation. I also serve on the investment committee of our Rotary district foundation. I am a member of the Northeast Johnson County Chamber of Commerce, where I previously served on the board of directors, and am a graduate of their 2019 Leadership Northeast Program.
I am originally from Smith Center, KS, and have lived in the Kansas City area for 13 years. I received a Bachelor of Science in business administration from Kansas State University and have worked in the financial services industry since. My wife, Ashley, and I reside in Leawood, KS with our two sons, Ben and Charlie. Outside of work, we enjoy golfing, social engagements with family and friends, and spending time with our fitness community.
Phone NumberNickolas J Wilson at (913) 236-0436
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More