AdFi
NK

Nicole Kristine Halweg

Investment Adviser Representative at Financial Harvest Wealth Advisors

Winter Park, FLCRD #4859021Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nicole Kristine Halweg is an investment adviser representative with Financial Harvest Wealth Advisors in Winter Park, FL, where they have been registered since 2026. They have worked in the securities industry since 2021 and were previously registered with Trustcore Financial Services, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Florida.

Office

1091 West Morse Boulevard, Suite 200
Winter Park, FL 32789

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/6/2026
Series 66
Uniform Combined State Law Examination
Passed 12/16/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/24/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Financial Harvest Wealth AdvisorsCurrent
4/28/2026 – Winter Park, FL
Trustcore Financial Services, LLC
12/16/2014 – 2/28/2019Brentwood, TN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Trustcore
    Mar 2014 – Feb 2019Brentwood, TN
  2. Financial Harvest Wealth Advisors
    Apr 2025 – no end date reportedWinter Park, FL
  3. Grace Church Orlando
    Mar 2021 – Apr 2025Longwood, FL
  4. StudioBuell
    Feb 2019 – Mar 2021Franklin, TN

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Financial Harvest Wealth Advisors

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

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
1
Main office:
Winter Park, FL
SEC file number:
801-112271

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 19, 2026

View full firm profile

Other advisors at Financial Harvest Wealth Advisors

5 other advisors in the directory

View Financial Harvest Wealth Advisors firm profile

Similar advisors in Winter Park, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicole Kristine Halweg 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