Nicholas Halver Helgeson

Employer firm

Pinkerton Wealth Partners CRD 120973

$1.44B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Pinkerton Retirement Specialists, Llc
  Coeur D'ALene, ID
• 05/2016 → Present
  Triad Advisors, Inc.
  Norcross, GA

Other Businesses

1)Pinkerton Retirement Specialists,LLC;investment related;2000 John Loop,Coeur D'Alene,ID 83814;dba;wealth advisor;05/2016;160 hrs/month;6.5 hrs during trading;registered rep 2)Pinkerton Retirement Specialists,LLC;investment related;2000 John Loop,Coeur D'Alene,ID 83814;RIA;wealth advisor;8/3/2011;120 hrs/month;investment advisor rep 3) Ronan Ventures, LLC E Commerce Business Since 01/2026 Owner and Operator Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-12
• S63 Uniform Securities Agent State Law Examination
  2009-07-28

Designations

• Certified Financial Planner