Nicholas Loberg
Greystone Financial Group · Bloomfield Hills, Michigan
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.
Request an introduction to Nicholas →
Facts
| Firm | Greystone Financial Group |
|---|---|
| Based in | Bloomfield Hills, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $494.9M across 1,264 accounts |
| SEC registration | Investment adviser representative in MI, TX · CRD 6778518 |
| Exams passed | Series 63 (2017) · Series 65 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.greystonefg.com |
How Nicholas's firm compares
- Greystone Financial Group's average account is about $392,000, from its Form ADV (assets managed divided by 1,264 accounts).
Request an introduction to Nicholas
Tell Nicholas a little about what you're looking for. Nicholas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nicholas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.