Nicholas C. Lombardozzi
KINGDOM WEALTH ADVISERS | Wealth Manager
Scottsdale, AZ 85251
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CRD#: 6659115
Professional summary
Nicholas Christopher Lombardozzi, CFP®, who also goes by Nick Lombardozzi, is a registered financial advisor currently at KINGDOM WEALTH ADVISERS located in Scottsdale, Arizona.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Nicholas has worked at 4 firms and has passed the Series 65 exam.
Biography
Nick serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Nick brings to his clients more than 7 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a Financial Advisor. Nick has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management.
Nick earned a Bachelor of Business Administration degree in Financial Planning from Liberty University. Nick is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and a Certified Kingdom Advisor® as designated by Kingdom Advisors, Inc., which allows him to confidently integrate technical expertise and biblically wise counsel in the Wealth Manager role.
Nick and his wife, Cassidy, have two children – Oaklyn and Bria. In his spare time, Nick enjoys golfing, traveling, serving in his church, and spending time with his family.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nick Lombardozzi
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Lombardozzi, LLC; Gilbert, AZ; not investment related; nature of the business is children's books; position is owner; Start date 1.5.21; 5 hours per month/0 hours during trading. Public Speaking (topic Financial); Gilbert, AZ; is investment related; start date 10/24/22; 5 hours per month/0 hours during trading;
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Christopher Lombardozzi's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 1, 2024 - Present
KINGDOM WEALTH ADVISERS
Office #1: 7014 East Camelback Road, Scottsdale, AZ 85251RIA
CRD#: 328498
Scottsdale, AZ
Past
May 5, 2022 - October 25, 2023
CREATIVE PLANNING
RIA
CRD#: 105348
Gilbert, AZ
Past
November 26, 2019 - June 29, 2022
KEYSTONE WEALTH PARTNERS LLC
RIA
CRD#: 171811
CHANDLER, AZ
Past
September 18, 2019 - December 5, 2019
EDELMAN FINANCIAL ENGINES
RIA
CRD#: 104510
PHOENIX, AZ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(1/1/2024)
IAR
Virginia(9/23/2025)
Current Firm
KW
KINGDOM WEALTH ADVISERS
KINGDOM WEALTH ADVISERS | LOMBARDOZZI, LLC | KINGDOM WEALTH ADVSERS, LLC | KINGDOM WEALTH ADVISERS, LLC
CRD#: 328498 / SEC#:
Arizona
Registered Investment Advisory firm - (1/1/2024 Approved)Virginia
Registered Investment Advisory firm - (9/23/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7014 East Camelback Road, Scottsdale, AZ 85251
Mailing Address
Phone number
(480) 885-1010
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 202 |
| AUM (Assets Under Management) | $ 23,979,969 |
Red Flags
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