Nicholas Helgeson
Nicholas Helgeson is a CFP-designated registered investment advisor at Pinkerton Wealth Partners, based in Coeur D'Alene, ID, with 16 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,152 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinkerton Wealth charges an annual investment advisory fee of up to 2.0% of the assets in your account. The fee is based on the market value of the account, the types of assets held, your financial situation, and trading activity, and is negotiable. Fees are charged quarterly in advance. If Pinkerton Wealth uses its affiliate, Sherman Portfolios, clients may be charged a sub-adviser fee of up to 0.8%.
Location
2000 John Loop, Coeur D'Alene, ID, 83814
Get directionsHistory
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.
Learn about disclosures →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
Previous Registrations
Triad Advisors LLCBroker
LPL Financial LLCBroker
State Registrations1 state
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.