Nicholas
Schneider
Panoramic Investment Advisors
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About this Advisor
Nicholas Schneider is a certified financial planner working out of Denver, Colorado, who has 2 years of industry experience. Schneider is currently employed by Panoramic Investment Advisors. During their career, Schneider has held roles at Northwestern Mutual Life Insurance Company, Physicians Investment Advisors LLC, Lion Street Financial LLC, Physician Advisors, LLC, Northwestern Mutual Investment Services, LLC, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, The Prudential Insurance Co. Of America, Pruco Securities, LLC and Panoramic Investment Advisors. Schneider has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado, Nebraska and Texas. Panoramic Investment Advisors is an advisory business operating out of Denver, CO. The investment advisory business has offices in three locations and a total of 10 employees. It oversees $198 million in assets between its 881 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 881 customer accounts, just 11% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules depend on which service is provided. Fee types billed by Panoramic Investment Advisors may include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Panoramic Investment Advisors Brokerage Details
$198,391,037
10
881
$225,188
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Nicholas Schneider Work History
Nicholas has been registered as a financial advisor for 2 years.*
Panoramic Investment Advisors
The Prudential Insurance Co. Of America
Pruco Securities, LLC
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Physicians Investment Advisors LLC
Lion Street Financial LLC
Northwestern Mutual Life Insurance Company
Physician Advisors, LLC
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Schneider to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Panoramic Investment Advisors
Denver, CO
Englewood, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
