Nicole Marie Helcher
Investment adviser representative at Strategic Advisers LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Independent Advisor AllianceJan 2022 to Apr 2022
- LPL Financial LLCJan 2022 to Apr 2022
- Woodbury Financial Services IncJun 2021 to Dec 2021
- Jackson National Life Distributors LLCNov 2015 to Jun 2021
- Helcher's Black Belt AcademyApr 2006 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 6579130
- Firm CRD
- 104555