Nicholas
Horsfall

Duo Retirement Planning, LLC

CRD#6912840
Investment Advisor
in Grapevine, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nicholas Horsfall is a financial advisor based in Grapevine, Texas, working with Duo Retirement Planning, LLC. Nicholas has previously held positions at Paychex, Hibu, Lamar Advertising, Telepacific, Telx, Comcast Business, Foundations Investment Advisors, LLC, Jd Mellberg Financial, Secure Investment Management, Homelink LLC, Peak American Investment Advisors, Inc, Truex Insurance, Kurios Energy, Brookstone Capital Management, Motiv8 Advisors, Jd Mellberg, Securities America Advisors, Arbor Point Advisors, Duo Retirement Planning, LLC, Duo Insurance & Financial Services, and as a sole proprietor. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Nicholas is part of Duo Retirement Planning, LLC, which operates out of Grapevine, Texas.

Certifications and Registrations

Series 65

Office Location

Grapevine, TX

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Nicholas Horsfall Work History

2024 - Present (1 year)

Duo Retirement Planning, LLC

2024 - Present (1 year)

Duo Insurance & Financial Services

2024 - Present (1 year)

Nicholas Hosfall Sole Proprietor

2022 - 2024 (2 years)

Securities America Advisors

2022 - 2024 (2 years)

Arbor Point Advisors

2021 - 2022 (1 year)

Brookstone Capital Management

2021 - 2021 (< 1 year)

Motiv8 Advisors

2021 - 2022 (1 year)

Jd Mellberg

2019 - 2021 (2 years)

Peak American Investment Advisors, Inc

2019 - 2019 (< 1 year)

Kurios Energy

2018 - 2018 (< 1 year)

Foundations Investment Advisors, LLC

2018 - 2018 (< 1 year)

Jd Mellberg Financial

2018 - 2018 (< 1 year)

Secure Investment Management

2018 - 2018 (< 1 year)

Homelink LLC

2018 - 2019 (1 year)

Truex Insurance

2016 - 2018 (2 years)

Paychex

2016 - 2016 (< 1 year)

Hibu

2015 - 2016 (1 year)

Lamar Advertising

2015 - 2015 (< 1 year)

Telepacific

2015 - 2015 (< 1 year)

Telx

2013 - 2015 (2 years)

Comcast Business

Disclosures

Please visit the SEC profile of Nicholas Horsfall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started