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Nick Sondgeroth Location
California, United States
Nick Sondgeroth Work
2026 -now Managing Director @
2018 -now Managing Director-Investments @
2016 -2018 Wealth Strategy Associate @
2015 -2016 Client Service Associate @
Nick Sondgeroth Education
Pepperdine Graziadio Business School 2020-2021
California Lutheran University 2012-2015
Nick Sondgeroth Skills
Portfolio Construction
Educational Planning
Goals Based Planning
Cash Flow Planning
Investment Planning
Nick Sondgeroth Summary
Nick Sondgeroth, based in California, United States, is currently a Managing Director at TSG Wealth Management. Nick Sondgeroth brings experience from previous roles at Wells Fargo Advisors and UBS. Nick Sondgeroth holds a 2020 - 2021 Pepperdine Graziadio Business School. With a robust skill set that includes Portfolio Construction, Educational Planning, Goals Based Planning, Cash Flow Planning, Investment Planning and more. Nick Sondgeroth has 2 emails and 1 mobile phone numbers on RocketReach.
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