Nick Bormann

Managing Member at Bormann Wealth Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Spokane-Coeur d'Alene Area

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Dec, 2020
    - Oct, 2024

Experience

  • Bormann Wealth Management, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Member
      • Aug 2021 - Present

      Registered investment adviser (RIA) firm offering investment advice, portfolio management, and financial planning services. Registered investment adviser (RIA) firm offering investment advice, portfolio management, and financial planning services.

  • GWN Securities, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Advisor and Registered Representative
      • Dec 2017 - Aug 2021
  • AXA Advisors, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Nov 2015 - Dec 2017
  • Mercatus Center
    • United States
    • Research
    • 200 - 300 Employee
    • Research Assistant
      • Aug 2011 - Aug 2015

      Data collection and statistical modeling for Prof. Garett Jones. Data collection and statistical modeling for Prof. Garett Jones.

  • George Mason University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Graduate Lecturer
      • Jun 2013 - Jul 2014

      Taught two summer courses in Law and Economics (Econ 415).

    • Graduate Research Assistant
      • Jul 2013 - Jun 2014

      Empirical study of patient outcomes for Dept. of Health Administration and Policy.

  • Hudson Institute
    • Think Tanks
    • 100 - 200 Employee
    • Co-Author & Research Intern
      • Dec 2012 - May 2013
  • Cengage Learning
    • United Kingdom
    • Author
      • Oct 2010 - Mar 2012

      Co-author of the first college textbook on social media marketing for Cengage/Southwest Publishing. Co-author of the first college textbook on social media marketing for Cengage/Southwest Publishing.

Education

  • Gonzaga University
    B.S. & B.A., Economics, Political Science
    2004 - 2010
  • George Mason University
    Ph.D, Economics
    2010 - 2015
  • George Mason University
    Master of Arts (M.A.), Economics
    2010 - 2012

Community

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