Nancy Hetrick has been an investment adviser representative at Strategic Portfolio Solutions since January 2024, and is not listed among the firm’s executive officers or direct owners.
Strategic Portfolio Solutions, LLC is a Dallas, TX firm with $136M under management, 188 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Nancy Hetrick is Senior Financial Advisor of Strategic Portfolio Solutions, LLC, based in Dallas. She began her financial career in 1999 when she joined Charles Schwab in its build a broker program, and later served as a Portfolio Consultant in Schwab's Private Client division. She left Schwab in 2011 and started Smarter Divorce Solutions, which specializes in the financial intricacies of divorce, and in 2014 founded The Divorce Financial Planner Training Center.
Nancy Hetrick’s longest registration was 5 years at Charles Schwab & Co., Inc. (2006–2011). Before joining Strategic Portfolio Solutions in 2024, Nancy Hetrick was registered through Financial Life Planners and Smarter Financial Solutions.
- – present · 2 yearsPrescott, AZ · Adviser representative · Firm CRD 156374
- Financial Life Planners– · 1 yearPhoenix, AZ · Adviser representative · Firm CRD 129415
- Smarter Financial Solutions– · 1 yearPhoenix, AZ · Adviser representative · Firm CRD 310800
- Better Money Decisions– · 3 yearsSanta Fe, NM · Adviser representative · Firm CRD 172980
- Clarity Financial, LLC– · 4 yearsPhoenix, AZ · Adviser representative · Firm CRD 150661
- Portfolio Asset Management– · 1 yearAlbuquerque, NM · Adviser representative · Firm CRD 145687
- Charles Schwab & Co., Inc.– · 5 yearsPhoenix, AZ · Adviser representative · Firm CRD 5393
Professional designations
Listed by Strategic Portfolio Solutions
- Certified Divorce Financial Analyst (CDFA)
- Master Analyst in Financial Forensics (MAFF)
- Accredited Wealth Management Advisor (AWMA)
- Accredited Asset Management Specialist (AAMS)
Investment adviser representative registrations
Nancy Hetrick is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2024; the most recent is Arizona, in February 2024.
- ArizonaSince 16 February 2024
- TexasResidentSince 16 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 March 2006 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 28 August 2002 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 28 August 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 September 1999 |
| Series 7 | General Securities Representative Examination | 11 September 1999 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nancy A Hetrick
- CRD
- 3228023
- Firm
- Strategic Portfolio Solutions · CRD 156374
- Office
- Prescott, AZ
- Registration
- Investment adviser registration
- In the industry since
- May 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- investsps.com
Where does Nancy Hetrick work?
Nancy Hetrick is an investment adviser representative registered through Strategic Portfolio Solutions, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Nancy Hetrick a financial advisor?
Yes. Nancy Hetrick has a current investment-adviser registration in Arizona and Texas, through Strategic Portfolio Solutions since January 2024.
How many years of experience does Nancy Hetrick have?
Nancy Hetrick has 20 years in the financial industry, since May 2006, across 7 adviser firms.
What exams has Nancy Hetrick passed?
Nancy Hetrick has passed 5 licensing exams: the Series 7, Series 63, Series 10, Series 9 and Series 66. The earliest, the Series 7, was passed in September 1999.
Where did Nancy Hetrick work before Strategic Portfolio Solutions?
Before Strategic Portfolio Solutions, Nancy Hetrick was registered through Financial Life Planners, March 2022 to October 2023; Smarter Financial Solutions, November 2020 to August 2022; Better Money Decisions, June 2017 to November 2020; Clarity Financial, LLC, October 2012 to July 2017; Portfolio Asset Management, May 2011 to October 2012; Charles Schwab & Co., Inc., March 2006 to May 2011.
Where is Nancy Hetrick based?
Nancy Hetrick’s registered office is in Prescott, AZ.
Is Nancy Hetrick registered with FINRA?
No. Nancy Hetrick has no current broker registration.
How can I verify Nancy Hetrick’s record?
Search CRD 3228023 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nancy Hetrick’s full registration record.
