Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Heesch is a registered investment advisor with SMART Wealth, LLC. Nicholas is active in Iowa and has been in the financial services industry since August 2012. Nicholas earned the Series 65 license in April 2022. SMART Wealth, LLC provides investment advice and financial planning services to individuals, high-net-worth individuals, and businesses. The firm's services include portfolio management, financial planning, and educational seminars. SMART Wealth, LLC has offices in Omaha, NE. Nicholas is committed to providing clients with personalized financial advice and strategies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Financial planning fee
1
2
NE
08/06/2024 - Present
Smart Wealth, LLC (OMAHA NE)
IA
Issued 04/22/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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