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RIA / WealthAdvisorCertified Financial Planner18 years in industry

NICOLE GOPOIAN WIRICK

Advisor at PROSPERITY WEALTH STRATEGIES LLC

BLOOMFIELD HILLS, MI | Bloomfield Hills, MI

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Search this name across graphsid dfx:ria:56347a27-07aa-0241-bdab-cb353e59d67f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Oct 5, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PROSPERITY WEALTH STRATEGIES LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 4, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 4, 2007
First registration: Oct 5, 2010
Dual registered: no
Other names: NICOLE SONA GOPOIAN|NICOLE S. GOPOIAN|Nicole G. Wirick
IAPD individual key: 5394960

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PROSPERITY WEALTH STRATEGIES LLC	State registered	Apr 22, 2019	n/a	yes	Bloomfield Hills, MI\|BLOOMFIELD HILLS, MI	Current employment
PLANNING ALTERNATIVES LTD	Independent wealth	Feb 14, 2018	Apr 18, 2019	no	Bloomfield Hills, MI	Previous registration
WEALTHCARE ADVISORS, LLC	Former SEC adviser	Jan 12, 2015	Feb 9, 2018	no	BLOOMFIELD HILLS, MI	Previous registration
PLANNING ALTERNATIVES LTD	Independent wealth	Jan 12, 2015	Feb 9, 2018	no	BLOOMFIELD HILLS, MI	Previous registration
J.J.B. HILLIARD, W.L. LYONS, LLC	Former SEC adviser	Mar 5, 2013	Jan 2, 2015	no	BIRMINGHAM, MI	Previous registration
CIG ASSET MANAGEMENT, INC.	Independent wealth	May 9, 2012	Jun 4, 2013	no	SOUTHFIELD, MI	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Oct 5, 2010	Jun 3, 2011	no	Birmingham, MI\|Birmingham, MI\|BLOOMFIELD HILL, MI\|WEEHAWKEN, NJ\|FARMINGTON HILLS, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PLANNING ALTERNATIVES LTD	PROSPERITY WEALTH STRATEGIES LLC	Apr 18, 2019	Apr 22, 2019	4	Firm change	RIA to state RIA
WEALTHCARE ADVISORS, LLC	PLANNING ALTERNATIVES LTD	Feb 9, 2018	Jan 12, 2015	-1,124	Firm change after gap	Other
J.J.B. HILLIARD, W.L. LYONS, LLC	WEALTHCARE ADVISORS, LLC	Jan 2, 2015	Jan 12, 2015	10	Firm change	Other
CIG ASSET MANAGEMENT, INC.	J.J.B. HILLIARD, W.L. LYONS, LLC	Jun 4, 2013	Mar 5, 2013	-91	Firm change after gap	Other
UBS FINANCIAL SERVICES INC.	CIG ASSET MANAGEMENT, INC.	Jun 3, 2011	May 9, 2012	341	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
159835:110268:MI:2018-02-09	Feb 9, 2018	Jan 12, 2015	BLOOMFIELD HILLS, MI	Firm change after gap

Relationships

Registered with (6)

→ PROSPERITY WEALTH STRATEGIES LLCRegistered adviserregistration: current employment
Apr 22, 2019 to presentfactForm ADV
→ PLANNING ALTERNATIVES LTDRegistered adviserregistration: previous registration
Feb 14, 2018 to Apr 18, 2019factForm ADV
→ WEALTHCARE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 12, 2015 to Feb 9, 2018factForm ADV
→ J.J.B. HILLIARD, W.L. LYONS, LLCRegistered adviserregistration: previous registration
Mar 5, 2013 to Jan 2, 2015factForm ADV
→ CIG ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
May 9, 2012 to Jun 4, 2013factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Oct 5, 2010 to Jun 3, 2011factForm ADV

Dated events

No dated event names this entity yet.