NW
Nicholas S. Wold
MADRONA FINANCIAL & CPAS
Everett, WA 98201
Some features on this profile are disabled
CRD#: 7235139
NW
Professional summary
Nicholas Stephen Wold, who also goes by Nick Wold, is a registered financial advisor currently at MADRONA FINANCIAL & CPAS located in Everett, Washington.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Nicholas has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nick Wold
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.
Since January 2014, Nick has been a CPA and shareholder of Sutton-McCann & Company, a tax management company located at 1901 65th Ave W #100, Fircrest, WA 98466. He works for this business full-time, and his work takes place both during and after trading hours. This work is non-investment-related.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Stephen Wold'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®
NoneExperience
Current
January 20, 2023 - Present
MADRONA FINANCIAL & CPAS
Office #1: 2911 Bond Street, Suite 200, Everett, WA 98201RIA
CRD#: 115753
Everett, WA
Past
March 2, 2020 - October 4, 2022
TRIAD INVESTMENT MANAGEMENT
RIA
CRD#: 297699
TACOMA, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MADRONA FINANCIAL & CPAS
BAUER & EVANS, INC. | MADRONA FINANCIAL SERVICES, LLC | MADRONA FINANCIAL & CPAS | BONDSTREET WEALTH MANAGEMENT, LLC | BAUER EVANS, INC. | BAUER EVANS WEALTH MANGEMENT, LLC | BAUER EVANS WEALTH MANAGEMENT, LLC
CRD#: 115753 / SEC#: 801-63693
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)California
Registered Investment Advisory firm - (2/3/2006 Cancelled)Washington
Registered Investment Advisory firm - (7/17/2006 Terminated)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
Washington(1/20/2023)
Exams
Current Firm
MF
MADRONA FINANCIAL & CPAS
BAUER & EVANS, INC. | MADRONA FINANCIAL SERVICES, LLC | MADRONA FINANCIAL & CPAS | BONDSTREET WEALTH MANAGEMENT, LLC | BAUER EVANS, INC. | BAUER EVANS WEALTH MANGEMENT, LLC | BAUER EVANS WEALTH MANAGEMENT, LLC
CRD#: 115753 / SEC#: 801-63693
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)California
Registered Investment Advisory firm - (2/3/2006 Cancelled)Washington
Registered Investment Advisory firm - (7/17/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2911 Bond Street, Suite 200, Everett, WA 98201
Mailing Address
Phone number
(425) 212-3777
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,725 |
| AUM (Assets Under Management) | $ 505,696,988 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
