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  2. Nick Lasater

Nick Lasater

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Nick Lasater
Financial Advisor
Phone: 
(949) 223-8288
E-mail: 
Nick.Lasater@tfgroup.com

CA License No. OH79536

Nick specializes in comprehensive financial strategies with a focus on business exit and continuation planning, advanced planning tactics and wealth management strategies for the owners of privately held corporations and highly compensated professionals.  Nick utilizes his knowledge and experience in combination with the expertise provided by a team of specialists available at Tax & Financial Group.  With this teamwork, Nick helps his clients to discover and define their goals and concerns and helps them to work towards their objectives.

Nick received his Bachelor of Science in Political Science from Santa Clara University.  He holds the Series 7 and 66 securities registrations, his Life and Health Insurance License, as well as his variable life and annuity license.  Nick is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., member FINRA/SIPC.

Nick can be found quail hunting in Baja California, backpacking in the Sierra Nevada, or fly-fishing on the rivers of the American West. Nick lives with his wife Marisa in Corona Del Mar.

3188354 DOFU 08/2020

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  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

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Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 3121066 DOFU 08/2020

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