# Nicholas Loberg

> Nicholas Loberg is a fee-only financial advisor at Greystone Financial Group in Bloomfield Hills, Michigan. Greystone Financial Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/nicholas-loberg/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Greystone Financial Group
- **Based in:** Bloomfield Hills, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $494.9M across 1,264 accounts
- **CRD:** 6778518 (https://adviserinfo.sec.gov/individual/summary/6778518)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 63 (2017), Series 65 (2020)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.greystonefg.com

## Frequently asked questions

### Is Nicholas Loberg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Greystone Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nicholas charge for financial advice?

Nicholas's firm, Greystone Financial Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Nicholas Loberg based?

Nicholas Loberg is based in Bloomfield Hills, Michigan.

### Is Nicholas Loberg registered with the SEC?

Yes. Nicholas Loberg is registered as an investment adviser representative in MI and TX (CRD 6778518), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Greystone Financial Group manage?

Greystone Financial Group reports $494.9M across 1,264 accounts in assets under management.

### How do I contact Nicholas Loberg?

Through Nicholas's website, www.greystonefg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6778518): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.