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Detailed Report
NICHOLAS HALVER HELGESON
CRD#: 5282986
IA
Investment Adviser
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Previous Broker
PINKERTON WEALTH PARTNERSCRD#: 120973 2000 JOHN LOOP
COEUR D'ALENE, ID 83814
Registration History
201020122014201620182020202220242026IAPINKERTON WEALTH PARTNERS (CRD# 120973)2013 - Present (11 years)BTRIAD ADVISORS LLC (CRD# 25803)2016 - 2020 (4 years)BLPL FINANCIAL LLC (CRD# 6413)2009 - 2016 (6 years)
License(s)

State Registrations

IA
Idaho 12/3/2013
Current Registration(s)
IA
PINKERTON WEALTH PARTNERS (CRD#:120973)
2000 JOHN LOOP, COEUR D'ALENE, ID 83814
Registered with this firm since 12/3/2013
Previous Registration(s)
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 05/18/2016 - 12/25/2020 TRIAD ADVISORS LLC (CRD#:25803) Coeur d'Alene, ID
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 06/19/2009 - 05/31/2016 LPL FINANCIAL LLC (CRD#:6413) COEUR D' ALENE, ID
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.