Nicholas Sondgeroth
Nicholas Sondgeroth is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Westlake Village, CA, with 9 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
2829 Townsgate Road Ste 100, [Satellite Office], Westlake Village, CA, 91361
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas owns 100% of Sondgeroth Ventures, LLC, which purchases and operates single-family rental properties, dedicating a few hours per week. He also owns 25% of Secure Boat Storage Inc as a passive owner, dedicating minimal time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations21 states
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