Nicholas Heyer
Nicollet Investment Management · Minneapolis, Minnesota
Nicholas Heyer is a fee-only financial advisor at Nicollet Investment Management in Minneapolis, Minnesota. Nicholas charges a percentage of assets and focuses on estate & legacy planning and founders (pre-exit).
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Specialties
Who they serve
- Retirees
- Multi-generational families
- Executives
- Founders
- Ultra high net worth
Facts
| Firm | Nicollet Investment Management |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model | Percentage of assets |
| Assets under management | $557.4M across 860 accounts |
| SEC registration | Investment adviser representative in MN · CRD 2221255 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | nicolletinvest.com |
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Questions about Nicholas
Is Nicholas Heyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Nicollet Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholas charge for financial advice?
Nicholas charges a percentage of assets.
Where is Nicholas Heyer based?
Nicholas Heyer is based in Minneapolis, Minnesota.
What does Nicholas specialize in?
Nicholas's specialties include estate & legacy planning and founders (pre-exit). Nicholas works with retirees, multi-generational families, executives, founders and ultra high net worth.
Is Nicholas Heyer registered with the SEC?
Yes. Nicholas Heyer is registered as an investment adviser representative in MN (CRD 2221255), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nicollet Investment Management manage?
Nicollet Investment Management reports $557.4M across 860 accounts in assets under management.
How do I contact Nicholas Heyer?
Through Nicholas's website, nicolletinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Nicollet Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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