Nancy A Hetrick

Employer firm

Strategic Portfolio Solutions, LLC CRD 156374

$136M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2012 → 07/2017
  Clarity Financial, Llc
  Houston, TX
• 01/2012 → 09/2024
  Smarter Divorce Solutions Llc
  Phoenix, AZ
• 06/2017 → 11/2020
  Better Money Decisions
  Albuquerque, NM
• 11/2020 → 08/2022
  Smarter Financial Solutions, Llc
  Phoenix, AZ
• 03/2022 → 10/2023
  Financial Life Planners
  Phoenix, CA
• 01/2024 → Present
  Strategic Portfolio Solutions
  Dallas, TX

Previous Registrations

• 2022-03-31 → 2023-10-23
  Financial Life Planners
  Tempe, AZ
  Phoenix, AZ
• 2020-11-03 → 2022-08-03
  Smarter Financial Solutions
  Phoenix, AZ
• 2017-06-06 → 2020-11-25
  Better Money Decisions
  Santa Fe, NM
• 2012-10-01 → 2017-07-06
  Ria Advisors
  Houston, TX
  Phoenix, AZ
  Phoenix, AZ
  Houston, TX
• 2011-05-05 → 2012-10-01
  Portfolio Wealth Advisors
  Albuquerque, NM
• 2006-03-03 → 2011-05-09
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

The Financial Tranitionist Institute; Independent Contractor for project management; 2/2026; Phoenix, AZ; Non-Investment Related; Project Management including graphic design, email marketing, conference management; Approximately 10 hours per month, 5 hours per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-02
• S63 Uniform Securities Agent State Law Examination
  1999-09-16

Other Names

• Nancy Ann Hofman
• Nancy Ann Brown
• Nancy Ann Petersen
• Nancy A Hofman