Nick Rodriguez Email & Phone Number
Wealth Management Advisor @ Sovereign Wealth Strategies Group
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Nick Rodriguez Location
- Colorado Springs, CO, US
Nick Rodriguez Work
- Wealth Management Advisor @ (September 2022 - Present)
- Certified Financial Planner @ Major Broker Dealer (January 2020 - September 2022)
- Financial Advisor @ Major Broker Dealer (April 2020 - April 2022)
- Corporate Fellow @ Anderson Wealth Management (January 2020 - April 2020)
- Assistant Battalion Plans and Operations Officer @ (November 2018 - April 2020)
- US Army Best Ranger Competitor (4 ID) @ (January 2019 - April 2019)
- Battalion Task Force Liaison Officer @ (May 2018 - November 2018)
- Light Infantry and Reconaissance Platoon Leader @ (November 2016 - May 2018)
- Lieutenant @ (July 2015 - October 2016)
- Student @ (June 2011 - May 2015)
- Intern @ (June 2014 - August 2014)
Nick Rodriguez Education
- Yale School of Management
Certified Private Wealth Advisor (Financial Planning & Wealth Management)
2023-2024 - Northwestern University
(Financial Planning and Services)
2021-2021 - United States Military Academy at West Point
Bachelors of Science (International Relations, Portuguese Language)
2011-2015 - The American College of Financial Services
Retirement Income Certified Professional
2020
Nick Rodriguez Summary
- Nick Rodriguez, based in Colorado Springs, CO, US, is currently a Wealth Management Advisor at Sovereign Wealth Strategies Group. Nick Rodriguez brings experience from previous roles at Major Broker Dealer, Anderson Wealth Management and US Army. Nick Rodriguez holds a 2023 - 2024 Certified Private Wealth Advisor in Financial Planning & Wealth Management @ Yale School of Management. Nick Rodriguez has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Nick Rodriguez?
Find contact details for 700 million professionals.
Others Named Nick Rodriguez
Nick Rodriguez
Lead DevOps Engineer
Mills River, NC, US
Nick Rodriguez
Sr. Manager Cybersecurity Communications and Awareness
Fredericksburg, VA, US
Top Sovereign Wealth Strategies Group Employees
Alex Koch
Wealth Management Advisor
Denver, CO, US
Erika Conaway
Chief Operations Officer
Colorado Springs, CO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co