Nicholas Helgeson, financial advisor Coeur D'alene ID

Nicholas Helgeson

CRD Number: 5282986
Current Firm: Pinkerton Retirement Specialists, LLC

Nicholas Helgeson (CRD# 5282986) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in Coeur D'alene, ID and has over 14 years of experience in the finance industry. Nicholas Helgeson 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.

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Professional Designations
Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA May 2016 - Current 7
Pinkerton Retirement Specialists, LLC Coeur D'alene, ID Jun 2009 - Current 14
Lpl Financial Coeur D' Alene, ID Mar 2009 - May 2016 7
Lpl Financial Coeur D'alene, ID Jan 2007 - May 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2009
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Nicholas H. Helgeson
Phone Number: 800-634-2008
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    946
    MILLIONS
  • Total Number of Accounts
    4,258
    ACCOUNTS
  • Average Account Value
    $222,093
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, FL, ID, MN, NV, OH, OR, TX, UT, WA

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