NH
CFP
NH
CFP

Nicholas Halver Helgeson

16 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,152 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$500K
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Location

2000 John Loop, Coeur D'Alene, ID, 83814

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nicholas works as a wealth advisor for Pinkerton Retirement Specialists, LLC in two capacities: as a registered representative since 2016 (full-time) and as an investment advisor representative since 2011 (nearly full-time). These roles are investment-related.

Employment History
Current Registrations
Pinkerton Wealth Partners
December 2013 - Present · 12 yrs 2 mos
Previous Registrations
Triad Advisors LLCBroker
May 2016 - December 2020 · 4 yrs 7 mos
LPL Financial LLCBroker
June 2009 - May 2016 · 6 yrs 11 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.