HP
HP

Henry C Pfeifer

5 Years of Experience
Broker
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
34 advisors
Number of Clients
3,885 clients
Average Client Portfolio
$991K average
Assets Under Management
$3.8B

Fee Structure

Financial Planning:Investment management only
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Location

318 E Mitchell Street, Petoskey, MI, 49770

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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

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
June 2023 - Present · 2 yrs 8 mos
Private Client Services, LLCBroker
February 2023 - Present · 3 yrs
Previous Registrations
Fifth Third Securities, INC.
August 2019 - December 2021 · 2 yrs 4 mos
Fifth Third Securities, INC.Broker
February 2019 - December 2021 · 2 yrs 10 mos
State Registrations2 states
MIWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.