Nicholas Heesch, financial advisor Omaha NE

Nicholas Heesch

CRD Number: 7246815
Current Firm: Smart Wealth, LLC

Nicholas Heesch (CRD# 7246815) is an Investment Advisor Representative working at Smart Wealth, LLC in Omaha, NE and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Smart Wealth, LLC Omaha, NE Feb 2022 - Current 1
Lincoln National Corporation Omaha, NE Feb 2021 - Jan 2022 < 1
Unemployed Omaha, NE Oct 2020 - Feb 2021 < 1
Mutual Of Omaha Financial Advisors Omaha, NE Mar 2020 - Oct 2020 < 1
Sheppard's Business Interiors Omaha, NE Aug 2016 - Mar 2020 3
Koley Jessen Omaha, NE Aug 2012 - Aug 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2022
Contact Info for Nicholas A. Heesch
Phone Number: 402-369-7777
Registered State(s):
  • AZ
  • CO
  • FL
  • IA
  • NE
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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