Nikolas Wogstad (CRD# 2522891) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 29 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Everest Financial Group, LLC | Golden Valley, MN | Dec 2005 - Current | 18 |
| Securities America, Inc. | Minneapolis, MN | Dec 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1994 |
- MN
- TX
-
Total Assets Under Management829MILLIONS
-
Total Number of Accounts4,630ACCOUNTS
-
Average Account Value$179,018
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, LA, MI, MN, ND, NE, NY, OR, TX, VA, WA, WI
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