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Nick Heiar, *†Financial Planning Consultant

Experience

Nick Heiar is a financial planning consultant for HK Financial Services (HKFS). In collaboration with a client’s CPA, Nick provides integrated planning and investment strategies for growing and protecting clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities.

Nick is a registered representative with ProEquities, Inc. He is also an investment advisor representative and a licensed health, life and variable insurance agent.

Credentials

Series 6, 7, 63 and 65 securities licenses

Education

B.A. in finance and economics, St. Ambrose University, Davenport, Iowa

 

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