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Nicholas Bert Heiar

FRIDAY FINANCIAL, INC.·DUBUQUE, Iowa
Unclaimed Profile
600 STAR BREWERY DRIVE, DUBUQUE, IA 52001CRD# 5720762Firm CRD# 329748
01

About

Nicholas Bert Heiar is a registered financial advisor based in DUBUQUE, Iowa, affiliated with FRIDAY FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FRIDAY FINANCIAL, INC.
FRIDAY FINANCIAL
AUM
$129M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FRIDAY FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5720762
Firm CRD# 329748
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas Bert Heiar offer?
Nicholas Bert Heiar specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DUBUQUE, Iowa for a consultation.
What are Nicholas Bert Heiar's credentials?
Nicholas Bert Heiar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Bert Heiar located?
Nicholas Bert Heiar is based in DUBUQUE, Iowa, working with FRIDAY FINANCIAL, INC.. Their office serves clients in the DUBUQUE metropolitan area and surrounding communities.
How does Nicholas Bert Heiar charge for services?
Nicholas Bert Heiar's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRIDAY FINANCIAL, INC.?
FRIDAY FINANCIAL, INC. has approximately 5 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DUBUQUE
Mark Alan Stevens — AT CAPITAL MANAGEMENT CORP.Nicholas John Schrup — AT CAPITAL MANAGEMENT CORP.Robert Joseph Donovan — AT CAPITAL MANAGEMENT CORP.Scott Joseph Steffen — AT CAPITAL MANAGEMENT CORP.Scott Glen Walloch — HONKAMP KRUEGER FINANCIAL SERVICES INC
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DAVENPORT (35)FAIRFIELD (31)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
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