Banner Investment Services - Nicholas Champagne

Meet Nicholas Champagne CFP®, VP and LPL Financial Advisor

Office: 253-893-1199

Cell: 425-380-1611

Email: nick.champagne@lpl.com

Address: 1140 W Meeker St., Kent, WA 98032

Check the background of investment professionals associated with this site on BrokerCheck® by FINRA.

With a bachelor’s degree and an MBA, both focused on finance, Nick began his career as a financial advisor in 2016, having already proven himself as a business consultant. He continues building his financial expertise to help others define and pursue their goals. As a Certified Financial Planner®, Nick’s philosophy is to approach every relationship with honesty and integrity. He puts people at ease and aims to add value to every interaction, every relationship. Many of his clients have become friends over the years, as he cheers individual successes, from job promotions to paying off debt to enjoying retirement. 

A customized approach

Energized by his own passions for outdoor adventure, including skiing and mountain biking, Nick believes balance, planning and communication are keys to a healthy approach to finances. He enjoys building relationships for the long term, and will work with you to develop a strategy to support your goals for today, tomorrow and years ahead. Nick also knows dreams and plans can change, and he’s here for you if and when they do.

A qualified advisor

  • Certifications: FINRA Series 7 and 66, registered through LPL Financial
  • Certified Financial Planner (CFP®)
  • Health, life, disability and long-term care Insurance Licenses

Areas of focus:

  • Tax strategies
  • Estate planning
  • Retirement planning
  • Wealth management

Contact Nick for a no-obligation consultation:

Office: 253-893-1199 | Cell: 425-380-1611

1140 W Meeker St., Kent, WA 98032

nick.champagne@lpl.com

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA| SIPC). Insurance products are offered through LPL or its licensed affiliates. Banner Bank and Banner Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Investment Services, and may also be employees of Banner Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Banner Bank or Banner Investment Services. Securities and insurance products offered through LPL or its affiliates are: 

Not Insured by FDIC or Any Other Government Agency  |  Not Bank Guaranteed  |  Not Bank Deposits or Obligations  |  May Lose Value

The LPL Financial registered representatives associated with this website 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.

 

Banner Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit Visit LPL Website for more detailed information. 

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