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Gestión patrimonial / Equipo de gestión patrimonial / Henry Pfeifer
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Henry Pfeifer Asesor Financiero

Henry Pfeifer es asesor financiero de Nicolet Wealth Management. Henry comenzó su carrera en servicios financieros en banca minorista en 2015, más recientemente como banquero autorizado en Petoskey Michigan, centrándose en préstamos, inversiones y seguros. Ahora está desarrollando relaciones a largo plazo con clientes, ayudándolos a planificar y alcanzar sus objetivos financieros como miembro del equipo Nicolet Wealth.

Henry vive en Petoskey con su esposa Susannah y sus tres hijos. Él y su familia disfrutan de paseos en bote, carreras de veleros, hockey y muchas otras actividades al aire libre. Participa activamente en la comunidad de muchas maneras, incluido el cargo de presidente de la Night Hockey League para adultos y miembro de la junta directiva de la Petoskey Area Hockey Association para niños.

Henry actualmente posee sus Licencias de Valores Serie 6, 63 y 65, así como Licencias de Seguros de Vida, Accidentes, Salud y Contrato Variable.

Investment and insurance products:

  • Are Not FDIC Insured
  • May Lose Value
  • Are Not Bank Guaranteed
  • Are Not Deposits Are Not Guaranteed by Any Federal Government Entity
  • Are Not a Condition to Any Banking Service or Activity

Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.

Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.

Trust services are offered through Nicolet National Bank, a national bank with trust powers.

Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.

Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.