Nicholas Henry Heinrich
Investment adviser representative at Advisory Alpha, LLC
4 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$4.4BFirm 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 assetsHourlyFixed or flat fee
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
4 years in the industry.
- Advisory Alpha, LLCSep 2016 to now
- Triad Advisors, IncJul 2018 to May 2020
- Triad Advisors, IncSep 2016 to Jun 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MI).
Advisory Alpha, LLC
$4.4BAssets managed
13,831Clients
66Advisers
15 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
- 6289225
- Firm CRD
- 158282