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Nicholas J. Schneider

PANORAMIC INVESTMENT ADVISORS
AURORA, CO
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CRD#: 5516952
NS

Professional summary

Nicholas John Schneider, CFP®, who also goes by Nick Schneider, Nicholas Schneider, is a registered financial advisor currently at PANORAMIC INVESTMENT ADVISORS located in Aurora, Colorado.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Nicholas has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nick Schneider | Nicholas Schneider

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 11/15/2021- PRESENT: HAFNER & ASSOCIATES, LLC. - ADMINISTRATIVE WORK 2. 04/28/2022-PRESENT: NOBEL SCOPUS, LLC- OWNER - INVESTMENT RELATED - 50 HOURS/MONTH; 50 HOURS DURING SECURITIES TRADING HOURS. THIS IS A PASS-THROUGH ENTITY FOR PAYMENT PURPOSES ASSOCIATED WITH THE FEE EARNED WITH PANORAMIC INVESTMENT ADVISORS. THERE IS NO CONFLICT OF INTEREST WITH THIS ENTITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas John Schneider's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

November 15, 2021 - Present

PANORAMIC INVESTMENT ADVISORS

RIA
CRD#: 290770
AURORA, CO
Past

November 12, 2020 - November 15, 2021

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Omaha, NE
Past

November 10, 2020 - November 15, 2021

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Omaha, NE
Past

December 6, 2016 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
OMAHA, NE
Past

December 6, 2016 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
OMAHA, NE
Past

May 13, 2015 - June 29, 2016

LION STREET FINANCIAL, LLC

BD
CRD#: 165828
Omaha, NE
Past

April 22, 2015 - November 30, 2016

PHYSICIANS THRIVE INVESTMENT ADVISORS, LLC

RIA
CRD#: 173801
OMAHA, NE
Past

September 16, 2014 - March 10, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
OMAHA, NE
Past

May 20, 2009 - March 10, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
OMAHA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PANORAMIC INVESTMENT ADVISORS
AVALON RETIREMENT, INC. | PANORAMIC INVESTMENT ADVISORS, LLC | PANORAMIC INVESTMENT ADVISORS | INSIGHT ASSET MANAGEMENT | HAFNER AND ASSOCIATES, LLC | FINANCIAL PARTNERS, LLC

CRD#: 290770 / SEC#: 801-112146

RIA
Registered Investment Advisory firm - (12/8/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(11/15/2021)
IAR
Texas
(11/15/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/5/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/5/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/29/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/19/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PI
PANORAMIC INVESTMENT ADVISORS
AVALON RETIREMENT, INC. | PANORAMIC INVESTMENT ADVISORS, LLC | PANORAMIC INVESTMENT ADVISORS | INSIGHT ASSET MANAGEMENT | HAFNER AND ASSOCIATES, LLC | FINANCIAL PARTNERS, LLC

CRD#: 290770 / SEC#: 801-112146

RIA
Registered Investment Advisory firm - (12/8/2017 Approved)
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Contact information

Main Address
650 South Cherry Street, Suite 840, Glendale, CO 80246
Mailing Address
Phone number
(303) 691-1808
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE (4/3/2025)

Regulatory assets under management

Total Number of Accounts1,066
AUM (Assets Under Management)$ 292,521,348

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PANORAMIC INVESTMENT ADVISORS

CRD#: 290770Aurora, CO

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