Nicholas Halver Helgeson
Investment adviser representative at Pinkerton Wealth Partners
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Triad Advisors, Inc.May 2016 to now
- Pinkerton Wealth PartnersDec 2013 to now
- Pinkerton Retirement Specialists, LLCJun 2009 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (ID).
Pinkerton Wealth Partners
Legal name: Pinkerton Wealth, LLC
$1.4BAssets managed
1,262Clients
17Advisers
16 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
- 5282986
- Firm CRD
- 120973