Nicholas W. Van Loo,
MBA, CFP® Partner, 56th Street Wealth Strategies Financial Advisor, Raymond JamesNick has a passion for the financial planning industry and for helping people achieve reassurance with financial planning.
“My main goal is to help clients feel confident with their financial direction and plan,” says Nick. “Each person’s goals are unique to their circumstances. I love diving into the details and discovering what is important to each client.”
A natural conversationalist and team player, Nick leads client reviews and manages client financial planning and analysis. He also evaluates client investment strategies and monitors client portfolio needs. Additionally, Nick has a special interest in tax efficient charitable giving strategies.
Nick brings a rich educational and professional background to Raymond James. He’s been a credit analyst, client service coordinator, production manager, and account executive across several industries. He holds an MBA from Grand Valley State University, a bachelor’s degree in finance from Davenport University, and a bachelor’s degree in religious studies from Grace Bible College. He is an adjunct professor of Finance and Business at the collegiate and high school level. Nick is a multi-year competition winner in Western Michigan’s Association for Corporate Growth (ACG) business case competition and is a Certified Financial Planning professional™.
Nick credits his strong work ethic to growing up on a farm and working in his family’s retail nursery. Today, he lives in Allendale with his wife Courtney and is active in his church in Zeeland. In his leisure time, he enjoys basketball, football, running, and reading. But his favorite activity is spending time with Courtney and their daughters Vivian, Victoriana, and Vera whom they adore.
Raymond James is not affiliated with the Western Michigan Association for Corporate Growth (ACG).
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
