Nicholas HeeschCRD 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.
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|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|
Total Assets Under Management211MILLIONS
Total Number of Accounts2,099ACCOUNTS
Average Account Value$100,627
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CO, FL, IA, NE, SC, TX
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