Nicholas Heithoff (CRD# 7098563) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in South Edina, MN and has over 3 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Greenwood Village, CO | Jun 2020 - Current | 3 |
| Doordash | Fort Collins, CO | Dec 2019 - Jun 2020 | < 1 |
| Colorado State University | Fort Collins, CO | Aug 2016 - May 2020 | 3 |
| Colorado State University Surplus Property | Fort Collins, CO | Oct 2017 - Mar 2020 | 2 |
| Northwestern Mutual | Fort Collins, CO | May 2019 - Aug 2019 | < 1 |
| Lakeside Housepainters | Excelsior, MN | May 2016 - Aug 2017 | 1 |
| Holy Family Catholic High School | Victoria, MN | Jun 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- CO
- MN
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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