Nicholas
Hengl

Hfg Advisors, Inc

CRD#6256081
Investment Advisor
in Kennewick, WA

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About this Advisor

Nicholas Hengl is a financial advisor based in Kennewick, Washington, working with Hfg Advisors, Inc. Nicholas has previously held positions at Edward Jones, Jp Morgan Securities LLC, Jp Morgan Chase Bank, Forex Capital Markets, Maverick Trading Inc, Fisher Investments, and Prime Wealth Management. Nicholas has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in California and Oregon. Currently, Nicholas is part of Hfg Advisors, Inc, which operates out of Kennewick, Washington. The firm has 2 offices and 7 employees. The firm manages assets totaling $250.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Hfg Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 63, Series 65

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8131 W. Grandridge Blvd Suite 1
Kennewick, WA 99336

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Hfg Advisors, Inc Brokerage Details

Total Assets Under Management

$250,160,836

WA Average: $3,566,627,242
Total Number of Employees

7

WA Average: 46
Total Number of Accounts

306

WA Average: 1,499
Average Account Size

$817,519

WA Average: $2,379,338

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
  • Educational seminars/workshops

Nicholas Hengl Work History

2022 - Present (2 years)

Prime Wealth Management

2021 - 2022 (1 year)

Prime Wealth Management

2019 - 2021 (2 years)

Fisher Investments

2017 - 2019 (2 years)

Jp Morgan Securities LLC

2017 - 2019 (2 years)

Jp Morgan Chase Bank

2015 - 2017 (2 years)

Forex Capital Markets

2014 - 2015 (1 year)

Maverick Trading Inc

2013 - 2014 (1 year)

Edward Jones

Disclosures

Please visit the SEC profile of Nicholas Hengl 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 Hfg Advisors, Inc

Preston Eder
Kennewick, WA
Nicholas Hengl
Kennewick, WA
William Wang
Kennewick, WA
Anthony Smith
Kennewick, WA
Cody Beaumont
Gilroy, CA
Kevin Floyd
Kennewick, WA
Rick Prime
Kennewick, WA

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.

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