Financial Advisor Nikolas Kane

Nikolas Kane

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Independent Financial Advisor

About Nikolas



INTRODUCTION

Nikolas Kane is a financial advisor at Citizens Union Bank in Shelbyville, Kentucky who has been helping clients embrace a new way of thinking in their financial lives since 1996. As an advisor, Nikolas adds value in ways that appear beyond a client’s investments alone. He works with each client to emphasize the vital roles of saving, investing and planning for retirement. Nikolas views investing as more than just numbers and returns. He helps clients look at their big picture, including their wants, needs and concerns. He then assists them with making sound financial decisions in an advisor-client relationship characterized by honesty and high ethical standards second to none.

HISTORY

Originally from Lexington, Nikolas graduated from the University of Kentucky in 1996 with a Bachelor of Arts Degree in History and a minor in Finance. Following graduation, Nikolas began his career with Fidelity Investments before making the move to J.C. Bradford & Co. Nikolas began working at Citizens Union Bank in Shelbyville as a financial advisor in 1999.

Nikolas decided to go into the financial planning field after seeing families firsthand who had strong streams of income for the duration of their working lives only to retire to a lower standard of living due to a lack of purposeful planning.

It is because of this experience that Nikolas asserts the importance of saving and investing. Few people are fully prepared for their retirement. Nikolas acknowledges that this reality is not always a pleasant one. He focuses on helping clients right their financial path and educate them to make better decisions moving forward so that, armed with realistic expectations, they can be better prepared for retirement.

LICENSES HELD

  • Series 7- General Securities Representative Exam
  • Series 63- Uniform Securities Agent State Law Exam
  • Series 65- Uniform Investment Adviser Law Exam
  • Securities Licensed in KY, TN, CA, GA, IA, NC and OH
  • Life, Health & Annuity Licensed in KY and OH

ACTIVITIES AND INTERESTS

When he’s away from the office, Nikolas enjoys spending time with his wife Cathy and their son Alexander. The family enjoys traveling, kayaking, skiing, reading good books and spending time with their dog Randall. Nikolas serves on the board for the Dorman Preschool Center and the Community Foundation of Louisville.


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Nikolas Kane is an independent contractor of Money Concepts

note: Citizens Union Bank is an independent firm and not affiliated with Money Concepts

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