Nicholas John Schneider

Employer firm

Forty North Wealth CRD 290770

$351M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 04/2015 → 11/2016
  Physicians Investment Advisors Llc
  Omaha, NE
• 01/2009 → 11/2016
  Physician Advisors, Llc
  Omaha, NE
• 11/2016 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Omaha, NE
• 11/2016 → 11/2020
  Tiaa
  Omaha, NE
• 11/2020 → 11/2021
  The Prudential Insurance Co. Of America
  Omaha, NE
• 11/2020 → 11/2021
  Pruco Securities, Llc
  Omaha, NE
• 11/2021 → Present
  Panoramic Investment Advisors
  Denver, CO

Previous Registrations

• 2020-11-12 → 2021-11-15
  Pruco Securities, Llc.
  Omaha, NE
• 2016-12-06 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Omaha, NE
• 2015-04-22 → 2016-11-30
  Physicians Thrive Investment Advisors, Llc
  Elkhorn, NE
• 2014-09-16 → 2015-03-10
  Northwestern Mutual Investment Services, Llc
  Omaha, NE

Other Businesses

1. 11/15/2021- PRESENT: HAFNER & ASSOCIATES, LLC. - ADMINISTRATIVE WORK 2. 04/28/2022-PRESENT: NOBEL SCOPUS, LLC- OWNER - INVESTMENT RELATED - 50 HOURS/MONTH; 50 HOURS DURING SECURITIES TRADING HOURS. THIS IS A PASS-THROUGH ENTITY FOR PAYMENT PURPOSES ASSOCIATED WITH THE FEE EARNED WITH PANORAMIC INVESTMENT ADVISORS. THERE IS NO CONFLICT OF INTEREST WITH THIS ENTITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-05
• S63 Uniform Securities Agent State Law Examination
  2009-11-05

Designations

• Certified Financial Planner

Other Names

• Nick Schneider
• Nicholas John Schneider
• Nicholas Schneider