Nancy A Hetrick
Investment adviser representative at Strategic Portfolio Solutions, LLC
14 yearsExperience
2 statesRegistered in
$136.2MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Strategic Portfolio Solutions, LLCJan 2024 to now
- Financial Life PlannersMar 2022 to Oct 2023
- Smarter Financial Solutions, LLCNov 2020 to Aug 2022
- Better Money DecisionsJun 2017 to Nov 2020
- Clarity Financial, LLCOct 2012 to Jul 2017
- Smarter Divorce Solutions LLCJan 2012 to Sep 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Strategic Portfolio Solutions, LLC
$136.2MAssets managed
188Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3228023
- Firm CRD
- 156374