Know My Plan

Helping clients maintain, build, & transfer their wealth to their loved ones or charities. Financial planning doesn't have to be overly complicated. You don't have to do it alone. I enjoy working with clients who want to build a financial plan together thru a deep understanding of your goals both while working, in retirement, and beyond.

All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.

CERTIFIED FINANCIAL PLANNER™

SunTrust Investment Services, Inc.

VP, Financial Advisor

Financial Advisor

Licensed Financial Sales Consultant 2

I’m a Financial Planner that helps Sales Executives reduce financial anxiety with a 1-Page Plan.

Phone:  704-243-9376 | Email:  nic@knowmyplan.com | Website:  www.knowmyplan.com

I design financial plans for busy executives and their families.

Feel confident about your money with a complete overview of your financial situation

Reduce overwhelm by understanding exactly where you’re at in your journey

Reduce financial anxiety with a high-level plan for the future

You also want to reduce stress, save time, pursue your goals!

As a high earner, you deserve a customized plan to meet you and your family.  No more rules of thumb.  Your goals determine your financial plan, and your financial plan will determine your goals.

The financial plan is your life adventure map.  The plan will need to be monitored and adjusted over time.  That is why we love financial planning.  The process requires relationships built over years!

Securities offered through LPL Financial, Member FINRA/SIPC.  For links to FINRA/SIPC, refer to the Contact Information section above. Advisory Services offered through Independent Advisor Alliance a registered investment advisor and separate entity from LPL Financial. 


Know My Plan is an other business name of Independent Advisor Alliance, LLC.  All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Nic Nielsen, CFP®

Arbill

Safety Advisor for the Midwest Region. Maintain and grow current accounts within the Midwest. Providing customers with products and solutions to make themselves and their employees safer everyday!

Safety Advisor/Key Account Manager

Quality Mill Supply

Manage over 5 million dollar in sales.
Manage over 10,000 parts in inventory and over 2 million dollars in inventory. 
Have recorded no stock outs.
Sales and customer service excellence.

Key Account Manager/Territory Sales

Crown Equipment Corporation

Maintain, manage and grow current accounts. Grow territory by bringing on new accounts.

Parts Sales Representative

Old Glory Services

Commercial mowing. Commercial & residential landscaping. Kitchen, and bathroom remodeling. Flooring. Customer service, sales, and project management.

Co Owner

Nestle US

Used TPM and LEAN practices to efficiently run a packaging line. Used PM’s and checks to ensure the machines were in good running order. Trained new employees to the line.

Packaging operator

Cintas

Pickup and deliver uniforms to cutomers, provide customer service, and sale to current customers and also acquire new customers. Was able to maintain route size with retention and also grew the route by selling different products to existing customers. Also experience route growth by adding new customers.

Serive Sales Rep

Trugreen

Treated customers lawns as needed throughout the year, and provided customer service. Was able to maintain route with a above average retention rate, as well as route growth.

Route Manager

Manage 22 route managers and make sure they are doing proper applications and giving our customers great customer service. As well as weekly trainings, so employees had the proper information to succeed at their jobs.

Service Manager

Canvas door to door and make sales, and also make sure my crew of 12 employees were making there sales, and provide training for them as well. Exceeded quotas on a regular basis.

Field Sales Manager

Canvas door to door and make sales, and supervise my team of 4 other sales reps and make sure they get there sales, and provide any training needed. Was able to achieve and exceed sales quotas on a regular basis.

Sales Rep/Sales Supervisor

I'm a goals oriented person, who strives to do the best job possible, as well as learn how to make myself better.

Experienced key relationship manager(employees, customers, vendors, etc), and team builder. 

Account management 
Inventory Management 
Vending solutions 
Sales 
Leadership 


taplio

The Battle

Nic Nielsen, CFP®

Robert Carroll

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