Nicholas John Schneider
Investment Adviser Representative at Forty North Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nicholas John Schneider is an investment adviser representative with Forty North Wealth in Aurora, CO, where they have been registered since 2021. They have worked in the securities industry since 2009 and have been registered with 5 firms, including Prudential Financial Planning Services and Advice and Planning Services. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado and Texas.
Registrations & licenses
- Investment adviser:
- Colorado, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Physicians Investment Advisors LLCApr 2015 – Nov 2016Omaha, NE
- Physician Advisors, LLCJan 2009 – Nov 2016Omaha, NE
- Tiaa-cref Individual & Institutional Services, LLCNov 2016 – Nov 2020Omaha, NE
- TIAANov 2016 – Nov 2020Omaha, NE
- THE Prudential Insurance Co. OF AmericaNov 2020 – Nov 2021Omaha, NE
- Pruco Securities, LLCNov 2020 – Nov 2021Omaha, NE
- Panoramic Investment AdvisorsNov 2021 – no end date reportedDenver, CO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Forty North Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $50,000 (waivable)
- Estimated blended rate
- 0.0175
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Glendale, CO
- SEC file number:
- 801-112146
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 17, 2026
View full firm profileOther advisors at Forty North Wealth
10 other advisors in the directory
Similar advisors in Aurora, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholas John Schneider has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched