Adviser and broker representative · Perennial Financial Services
Nikolaus S. Redmond
CRD 5698794 · Fresno, CA
At a glance
Nikolaus S. Redmond is an investment adviser representative with Perennial Financial Services in Fresno, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Nikolaus’s SEC record dates to 2017, about 9 years ago. Nikolaus is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Perennial Financial ServicesSince January 2023Fresno, CA · $2.5B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Nikolaus’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Perennial Financial Services
- Mary D. CollinsFresno · Chartered Financial Consultant
- Robert G. FarmerFresno
- Steven J. JollyFresno
- Ryan J. LouieFresno · Certified Financial Planner
- Mackenzie M. McCombsFresno
- Erin F. RedmondFresno
- Devin G. ShaefferFresno
- Eric R. SimoniansFresno · Certified Financial Planner
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