Nicholas Willenbring
Professional summary
Nicholas Willenbring, CPWA®, who also goes by Nicholas A Willenbring, Nicholas Andrew Willenbring, Nick A Willenbring, Nick Andrew Willenbring, Nick Willenbring, is a registered financial advisor currently at MD WEALTH PARTNERS, INC located in Westlake Village, California.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Nicholas has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Willenbring's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021-02-02
Expire date: 2023-01-31
Experience
February 25, 2019 - Present
MD WEALTH PARTNERS, INC
Office #1: 4550 East Thousand Oaks Blvd. Suite 150, Westlake Village, CA 91362April 3, 2015 - February 27, 2019
WELLS FARGO CLEARING SERVICES, LLC
April 1, 2015 - February 27, 2019
WELLS FARGO CLEARING SERVICES, LLC
January 15, 2013 - April 16, 2015
J.P. MORGAN SECURITIES LLC
January 11, 2013 - April 16, 2015
J.P. MORGAN SECURITIES LLC
October 17, 2011 - January 11, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 15, 2011 - January 11, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/25/2019)
Exams
Current Firm
MD WEALTH PARTNERS, INC
CRD#: 159131 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 220 |
| AUM (Assets Under Management) | $ 54,612,789 |
Red Flags
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