Nicholas Steinbach
Nicholas Steinbach is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 21 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
9110 Strada Pl, Naples, FL, 34108
Get directionsHistory
Regulatory History (6)
Financial
November 2025Financial
September 2025Financial
September 2025Financial
February 2025Financial
February 2025Financial
February 2025Other Business Activities
Nicholas is a 99% owner of Bach Motorsports LLC, an auto racing business, since 2022. He spends about 10-20% of his time on this activity, and it is not investment-related.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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