NH
CFP
NH
CFP

Nicholas Hoeschel

16 Years of Experience
Hockessin, DE
BrokerSells Insurance

Nicholas Hoeschel is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Hockessin, DE, with 16 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

7234 Lancaster Pike Suite 211A, Hockessin, DE, 19707

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Nicholas sells fixed insurance products, including life, disability, annuities, long-term care, and property and casualty insurance, dedicating a few hours per week. He also owns College Cost Solutions, presenting seminars on college funding, and HFS Advisers, a financial advisory business taking nearly full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
July 2022 - Present · 4 yrs
Previous Registrations
Cetera Advisor Networks LLC
July 2022 - June 2023 · 11 mos
Hornor, Townsend & Kent, LLC
June 2012 - July 2022 · 10 yrs 1 mo
Hornor, Townsend & Kent, LLCBroker
July 2009 - July 2022 · 13 yrs
State Registrations14 states
AZCACODEFLGAMDMINJNMNYPASCVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.