CSLP Program - Student Loan Advisor Training
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Advisor Detail

Nickolas Wann

Designation: CFP®,CPA,CSLP®,RIA
Languages: English,Spanish
We strive to provide a high quality, accurate service. We believe in the holistic approach to accounting & financial planning, helping serve you with the utmost care.

Contact Information

603 N Broadway St
Business Phone:
(918) 647-8215
City: Poteau
State: OK
Zipcode: 74953
Business Name:
Wells, Wann & Co., CPA

Business Information

With over a decade in public accounting, I combine technical expertise with holistic financial planning. My journey began at the Oklahoma State Auditor and Inspector’s office, leading to CPA licensure in 2017. Driven by a passion for integrated client care, I’ve expanded my expertise to include CFP, PFS, and CSLP certifications—making me one of the few professionals in Oklahoma offering this unique combination of tax and student loan planning credentials.

My roots in an Oklahoma cattle ranch have instilled in me the values of hard work and stewardship—principles I apply daily in financial planning and personal life. These values guide my commitment to serving clients’ best interests with the same dedication I bring to serving my family. Along with working with numbers, I enjoy starting the day with black coffee, practicing music, exploring the great outdoors, and cherishing time with my wife and children.

Disclaimer:
Focus Areas:
Financial Planning, Personal Tax, Retirement, Investments, Student Loans, Financial Management
License 1:
CPA
License 1:
FINRA 6788012
License 2:
CFP 347447 Ins 3001357491
Fees:
Assets Under Management, Flat Fee, Hourly, Monthly Retainer
Client Types:
Attorneys, Business Owners, Medical Doctors, Nurses, Other Professionals, Recent Grads, Tax Planning, Teachers, Undergraduate borrowers, Veterniarians
CSLP Issue:
December 18, 2024
CSLP Exp:
December 18, 2027

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McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

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