Nicholas D Harter, MBA, CLU®, CFP®, ChFC®

Wealth Management Advisor

Meet Nick

Nick and his wife Crystal have been interested in personal money management and wealth accumulation since they were young. Nick's path to becoming a Wealth Management Advisor began as a senior in high school. Nick received the opportunity to intern with a local financial advisor at Merrill Lynch. This experience made a lasting impression on him. Later in college, Nick and Crystal wanted to start their future together on the right path. Together they sought advice for creating a financial plan. They established Roth IRA's as part of their long-term investment strategy. Soon thereafter they were interested in obtaining whole life insurance but were told to wait until they were older. Later they would regret taking that advice. Realizing the struggle in finding a single professional able to provide these types of comprehensive services, Nick was inspired to provide financial advisory services that would help clients achieve all of their financial planning goals. 

Since transitioning into his career as a Wealth Management Advisor, Nick provides the Fort Wayne area with outstanding, and personalized service as part of the core mission in which they base their daily operations. The entire Harter team is diligent in pursuing professional education opportunities. After graduating from business school with an MBA, Nick has achieved the following:

  • FINRA Securities Registration – Series 6

  • FINRA Securities Registration – Series 7

  • FINRA Securities Registration – Series 63

  • Indiana Life and Health Insurance License

  • Chartered Life Underwriter (CLU®)

  • Certified Financial Planner (CFP®)

Awards and Recognition


Million Dollar Round Table Qualifying Member 2014

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


National Association of Insurance and Financial Advisors Quality Award 2013-2014

Award recognizing commitment to excellence in service to clients and industry


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