Education
BA in Finance, Economics, and Accounting, Carthage College

Certifications
CERTIFED FINANCIAL PLANNER ™

Professional Organization Memberships
FPA, AICPA

Phone
312.376.8350

Email
nthompson@chicagowm.com

2020 ADV 2B

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Nicholas J. Thompson, CFP®

Principal and Portfolio Manager

Nick is a principal and portfolio manager at Chicago Wealth Management, Inc.  Nick joined the firm in 2007.  Since then, his role has expanded from working primarily with clients in the early accumulation phase of investing to providing advice for all individual and small business retirement plan clients of the firm.  Nick focuses on providing comprehensive advice to his clients that includes flexibility in their planning and investment objectives geared toward reaching long term financial goals.  Nick also contributes research towards the firm’s investments, compliance, and overall business development.

Nick lives in Winfield, IL with his wife Abby and their four children Ava, Claire, Samuel and Hayley, where he is active in a variety of community activities, including St. Peter and Paul Catholic Church, the Knights of Columbus, and the Society of St. Vincent DePaul.