Broker Check
Nick Castricone

Nick Castricone

Registered Representative

Nick joined BlueLake in 2023 and works closely with Dan Swanson, Margaret Myers and Jim Beverley.

Nick grew up in Bloomingdale and graduated from Loyola University Chicago with a degree in Finance and a Master’in Business Management. Upon graduation, Nick started his career with Morgan Stanley as a Client Service Associate. In his three years there he conducted trades and built financial plans. He then spent one year at Nuveen Natural Capital where he worked with Nuveen’s marketing, sales, and distribution teams to promote their Farmland and Timberland private investments.

Nick holds the Series 7 FINRA General Securities Representative and Series 66 Uniform Combined State Law Examination. He is a Registered Representative with Kestra Advisory Services, LLC, and is securities licensed in Illinois.

At Nuveen, Nick realized he missed interacting with individuals and families, and found his new home at BlueLake Wealth. He enjoys working with Dan, Margaret, and Jim’s clients and takes a keen interest in understanding and addressing their needs. He strives to continually learn through pursuit of the CFP designation, among other certifications and courses.

When not in the office, Nick uses his time to visit family and friends, go for a morning run, read, or race his remote-controlled cars.