Our financial advice team

Nicholas Nachbur, Financial Advisor serving the Medford, OR area - Ameriprise Advisors

Nicholas Nachbur

Financial Advisor

Pilot Rock Financial Advisors
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Family Finances
  • Intergenerational Planning

Education

  • Bachelor of Arts, History & Political Science, University of Vermont 1989
  • Scotch Plains Fanwood High School (HS diploma), Scotch Plains, NJ 1985

Previous experience

  • Adjunct Professor, Rogue Community College, 2016-2018
  • Partner, Registered Representative, American Portfolios, 2009-2017
  • Assistant VP Financial Advisor, Merrill Lynch, 2000-2009
  • Owner & CEO, Intramar Chartering, Inc., a worldwide cargo and ship broker operator, 1995-2000

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Church of the Annunciation Orthodox Church Parish Council Committee, Milwaukie, OR

Interests

Spending time with my wife and 3 boys (two at college and one still home)

Attending services at my local church

Cooking with wine...and sometimes using it in the recipe!

Reading theological books or listening to Audible

Skiing with the family or fishing with my boys

Teaching basic finances at the local community college and high school

Visiting family in Italy and Switzerland

Exercising at OrangeTheory

Wandering in the woods

My photos

1 albums
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