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Nick Sondgeroth

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Nick Sondgeroth

Client Service Associate | Wells Fargo Advisors

California, United States

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Nick Sondgeroth

Summary

Nick Sondgeroth is a seasoned financial professional with a robust background in wealth management and client service. Currently serving as the Managing Director of Investments and a Senior Financial Advisor at Wells Fargo Advisors, he brings a wealth of experience in strategic financial planning. Prior to his current role, Nick honed his skills at UBS, where he progressed from a Client Service Associate to a Wealth Strategy Associate. His expertise lies in management and strategy, making him a valuable asset in the financial advisory landscape. Nick is known for his commitment to serving affluent clients and delivering tailored financial solutions. He holds a degree from California Lutheran University and has a solid track record in the financial services industry. With a leadership role at Wells Fargo, he is well-versed in navigating complex investment strategies. Outside of finance, Nick has interests that align with emerging technologies and innovation in wealth management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Nick Sondgeroth

Work Experience

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Financial Advisor at

Wells Fargo Advisors

July 2018 - Present

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Nick Sondgeroth

Education

Pepperdine Graziadio Business School, Certificate in Financial Planning

January 2020 - January 2021

California Lutheran University, Bachelor’s Degree, Business Administration

January 2012 - January 2015

Frequently Asked Questions about Nick Sondgeroth

What is Nick Sondgeroth email address?

Nick Sondgeroth's primary email address is ***************@wellsfargo.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Nick Sondgeroth work for?

Nick Sondgeroth is a Client Service Associate at Wells Fargo Advisors.

Where Nick Sondgeroth graduated from?

Nick Sondgeroth holds a degree in null from Pepperdine Graziadio Business School.

How can I directly contact Nick Sondgeroth?

To contact Nick Sondgeroth directly, you can use the email address ***************@wellsfargo.com. Complete contact information is available upon registration with Muraena.

Who is Nick Sondgeroth?

Nick Sondgeroth is a seasoned financial professional with a robust background in wealth management and client service. Currently serving as the Managing Director of Investments and a Senior Financial Advisor at Wells Fargo Advisors, he brings a wealth of experience in strategic financial planning. Prior to his current role, Nick honed his skills at UBS, where he progressed from a Client Service Associate to a Wealth Strategy Associate. His expertise lies in management and strategy, making him a valuable asset in the financial advisory landscape. Nick is known for his commitment to serving affluent clients and delivering tailored financial solutions. He holds a degree from California Lutheran University and has a solid track record in the financial services industry. With a leadership role at Wells Fargo, he is well-versed in navigating complex investment strategies. Outside of finance, Nick has interests that align with emerging technologies and innovation in wealth management.

Nick`s contact details

mail

***************@wellsfargo.com

***************@ubs.com

***************@wellsfargoadvisors.com

Colleagues

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Harold Weber

First Vice President

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Harry Hendricks

Senior Financial Consultant

Haynes Huffard

Sales Representative

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Heather Mudgett

Registered Sales Assistant

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Helen Irungu

Registered Representative, District Manager

Mark Pignotti

Senior Vice-President

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Mark R Waltersheide

Trust Investment Officer

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Mark Saroka

Financial Advisor

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Mark Schaaf

Financial Advisor, Managing Director-Investments

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Mark Schlig

Vice Presidents, Investments

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