Nicholas Bert Heiar
Investment adviser representative at Friday Financial
17 yearsExperience
2 statesRegistered in
$409.3MFirm assets
2 yearsFirm in business
Are you Nicholas Bert Heiar? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Friday Financial, Inc.Jan 2024 to now
- UnemployedJul 2023 to Jan 2024
- Avantax Investment Services, Inc.Jun 2020 to Jun 2023
- Proequities, IncOct 2009 to Sep 2020
- Honkamp Krueger Financial Services IncMar 2009 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Friday Financial
Legal name: Friday Financial, Inc.
$409.3MAssets managed
289Clients
31Advisers
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
- 5720762
- Firm CRD
- 329748