Henry Pfeifer is a registered investment advisor at Nicolet Wealth Management, based in Petoskey, MI, with 6 years of industry experience. Henry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 3,849 clients with $4.3B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
318 E Mitchell Street, Petoskey, MI, 49770
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Regulatory History
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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Henry is involved with the Night Hockey League and the Petoskey Area Hockey Association. He dedicates minimal time to the Night Hockey League and a few hours per week to the Petoskey Area Hockey Association, primarily outside of trading hours.
Employment History
Current Registrations
Nicolet Wealth Management
Private Client Services, LLCBroker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations2 states
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
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