Nicholas
Heyer

Nicollet Investment Management, Inc

CRD#2221255
Investment Advisor
in Minneapolis, MN

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About this Advisor

Nicholas Heyer is a financial advisor based in Minneapolis, Minnesota with 9 years of industry experience. Heyer works at Nicollet Investment Management, Inc. They have spent their entire career at Nicollet Investment Management, Inc. Heyer is registered to serve investors in Minnesota. Nicollet Investment Management, Inc is an advisory firm that has its headquarters in Minneapolis, MN. It administers $384 million in assets under management among its 772 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 772 client accounts, 45% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice usually depend on which services the firm provides the client. However, fee types billed by Nicollet Investment Management, Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

800 Washington Avenue North Suite 150
Minneapolis, MN 55401

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Nicollet Investment Management, Inc Brokerage Details

Total Assets Under Management

$384,343,951

MN Average: $5,289,111,388
Total Number of Employees

9

MN Average: 157
Total Number of Accounts

772

MN Average: 8,262
Average Account Size

$497,855

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Nicholas Heyer Work History

Nicholas has been registered as a financial advisor for 9 years.*

2003 - Present (21 years)

Nicollet Investment Management Inc

*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 Heyer 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 Nicollet Investment Management, Inc

Marc Hadley
Minneapolis, MN
Susan Becker
Minneapolis, MN
Nathan Travis
Minneapolis, MN
Timothy Fahey
Minneapolis, MN
Casey Hayden
Minneapolis, MN
Nicholas Heyer
Minneapolis, MN
Kathy Carlson
Minneapolis, MN
Mark Hoonsbeen
Minneapolis, MN

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.

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