Nicholas Helgeson, financial advisor Coeur d'Alene ID
96 score

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 8 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 1
Pinkerton Retirement Specialists, LLC Coeur D'alene, ID Jun 2009 - Current 8
Lpl Financial Coeur D' Alene, ID Mar 2009 - May 2016 7
Lpl Financial Coeur D'alene, ID Jan 2007 - May 2016 9
Thomas Edison State College Trenton, NJ Jan 2009 - Jun 2011 2
North Idaho College Coeur D'alene, ID Aug 2006 - Dec 2008 2
Cdf Landscape Coeur D'alene, ID Jul 2005 - Aug 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
S63 Uniform Securities State Law Examination Jul 2009
Contact Info for Nicholas H. Helgeson
Phone Number: 800-634-2008
Registered State(s):
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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


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This advisor has a clean track record with regulators.

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