Nicholas
Helgeson
Pinkerton Retirement Specialists, LLC
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About this Advisor
Nicholas Helgeson is a certified financial planner operating out of Coeur D Alene, Idaho, with a total of 10 years of industry experience. Helgeson is an advisor for Pinkerton Retirement Specialists, LLC. During their career, Helgeson has held roles at Lpl Financial, Pinkerton Retirement Specialists, LLC and Triad Advisors, Inc. Helgeson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Idaho. Pinkerton Retirement Specialists, LLC is a registered investment business operating out of Coeur D Alene, ID. The company has offices in two locations and a total of 21 advisors. It has $892 million in assets among its 4,163 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 4,163 client accounts, 27% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Pinkerton Retirement Specialists, LLC most likely include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinkerton Retirement Specialists, LLC Brokerage Details
$892,233,633
21
4,163
$214,325
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Nicholas Helgeson Work History
Nicholas has been registered as a financial advisor for 10 years.*
Triad Advisors, Inc
Pinkerton Retirement Specialists, LLC
Lpl Financial
Lpl Financial
*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 Helgeson 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 Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID
University Place, WA
Coeur D Alene, ID
Coeur D Alene, ID
Coeur D Alene, ID
Coeur D Alene, ID
Coeur D Alene, ID
Coeur D Alene, ID
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.
