Adviser and broker representative · Nicolet Wealth Management
Henry C. Pfeifer
CRD 7036629 · Petoskey, MI
At a glance
Henry C. Pfeifer is an investment adviser representative with Nicolet Wealth Management in Petoskey, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Henry’s SEC record dates to 2019, about 7 years ago. Henry is also registered as a broker representative.
Current advisory firm
- Nicolet Wealth ManagementSince June 2023Petoskey, MI · $4.3B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Henry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Nicolet Wealth Management
- Iryna BarkleyPetoskey
- Shannon L. BerezaGreen Bay
- Kyle E. BrunetteGreen Bay
- Jacob DinkelGreen Bay · Certified Financial Planner
- Logan J. DornerGreen Bay
- Darren L. GraysonGreen Bay
- Dalton J. GuyetteGreen Bay
- Thomas A. HartGreen Bay · Certified Financial Planner
Every advisor at Nicolet Wealth Management →Nicolet Wealth Management: assets, clients and custodians →Financial advisors in Petoskey, MI →Advisor Moves: who changed firms this week →