Nicholas Schneider, financial advisor Omaha NE
93 score

Nicholas Schneider

CRD Number: 5516952
Current Firm: Physician Investment Advisors LLC

Nicholas Schneider (CRD# 5516952) is an Investment Advisor Representative working at Physician Investment Advisors LLC in Omaha, NE and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Physicians Investment Advisors LLC Omaha, NE Apr 2015 - Current 1
Physician Advisors, LLC Omaha, NE Jan 2009 - Current 7
Lion Street Financial Omaha, NE Apr 2015 - Jun 2016 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2008 - Mar 2015 7
Bakers Supermarket Omaha, NE Aug 2004 - May 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
S63 Uniform Securities State Law Examination Nov 2009
Contact Info for Nicholas J. Schneider
Phone Number: 402-343-9474
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $22,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, NE, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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