Nicholas Schneider (CRD# 5516952) is an Investment Advisor Representative working at Panoramic Investment Advisors in Glendale, CO and has over 14 years of experience in the finance industry. Nicholas Schneider has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Panoramic Investment Advisors | Denver, CO | Nov 2021 - Current | 2 |
| The Prudential Insurance Company Of America | Omaha, NE | Nov 2020 - Nov 2021 | 1 |
| Pruco Securities, LLC | Omaha, NE | Nov 2020 - Nov 2021 | 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Omaha, NE | Nov 2016 - Nov 2020 | 4 |
| Tiaa | Omaha, NE | Nov 2016 - Nov 2020 | 4 |
| Physicians Investment Advisors LLC | Omaha, NE | Apr 2015 - Nov 2016 | 1 |
| Physician Advisors, LLC | Omaha, NE | Jan 2009 - Nov 2016 | 7 |
| Lion Street Financial LLC | Omaha, NE | Mar 2015 - Jun 2016 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2009 - Mar 2015 | 6 |
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Apr 2008 - Mar 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2009 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- CO
- NE
- TX
-
Total Assets Under Management242MILLIONS
-
Total Number of Accounts955ACCOUNTS
-
Average Account Value$253,440
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, IA, MN, MT, NE, SC, TX, WY
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