NS
CFP
NS
CFP

Nancy Skonberg

15 Years of Experience
Mclean, VA
Broker

Nancy Skonberg is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Mclean, VA, with 15 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1676 International Drive Suite 610, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nancy is the administrator/executor of her spouse's estate since 2020. This investment-related activity takes a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
May 2023 - Present · 3 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
December 2019 - July 2022 · 2 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2019 - July 2022 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1998 - December 1999 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1987 - May 1996 · 8 yrs 5 mos
State Registrations24 states
CACODCFLGAIAIDKSLAMAMDNCNHNJNMOKPASCTNTXVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.