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Nik Powell, RICP®

Financial Advisor | Raymond James Financial Services, Inc.

You deserve to know—with confidence—where you stand in relation to your financial and life goals. I’m here to help you plan for both the good times and the difficult ones.

About me

I am dedicated to preparing you for the certainty of uncertainty. I can help you navigate the impact of financial decisions so they align with your core values and together, we can chart a course to ensure you are meeting your investment goals throughout the most critical stages of life. My focus areas include Oregon Public Employees Retirement (PERS) preparation, retirement income planning and charitable giving strategies. I also have an extensive background in fixed income and insurance planning.

I’ve been working in the investment Services industry since 2004. I currently hold the Retirement Income Certified Professional® (RICP®) designation and have achieved the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC).  Additionally, I hold securities licenses Series 6. 7, 63, and 66 as well as an Oregon Resident Life and Health Insurance License.

I love the endless outdoor activities that Oregon has to offer. My wife and I enjoy spending our free time cycling, camping, fishing and running.

The mark of RICP® is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.

Nik Powell portrait

Branch: Lloyd Center, Fremont & Williams, Hollywood, North Lombard, SW 5th & Harvey Milk
Phone: 503.525.8761
Toll-Free: 1.800.527.3932, ext. 5435
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Disclosures

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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You can review the background of Raymond James and each OnPoint registered investment professional on FINRA’s BrokerCheck.

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