AeroLeads people directory · profile

Nathan Nicholson Email & Phone Number

CFP at SCHWAB WEALTH INVESTMENT ADVISORY, INC.

Location: United States 2 work roles 1 school

LinkedIn matched

✓ Verified July 2026 3 data sources Profile completeness 86%

Current company

SCHWAB WEALTH INVESTMENT ADVISORY, INC.

Role

CFP

Location

United States

Who is Nathan Nicholson? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Nathan Nicholson is listed as CFP at SCHWAB WEALTH INVESTMENT ADVISORY, INC., based in United States. AeroLeads shows a matched LinkedIn profile for Nathan Nicholson.

Nathan Nicholson previously worked as Private Wealth Advisor at Schwab Wealth Investment Advisory, Inc. and Senior Broker at Charles Schwab. Nathan Nicholson holds Bachelor Of Science - Bs, Accounting from Metropolitan State University Of Denver.

Company email context

Email format at SCHWAB WEALTH INVESTMENT ADVISORY, INC.

This section adds company-level context without repeating Nathan Nicholson's masked contact details.

SCHWAB WEALTH INVESTMENT ADVISORY, INC.

Review company-level records connected to Nathan Nicholson before choosing the right outreach path.

View email format View company profile Management contacts

Profile bio

About Nathan Nicholson

I have a passion for total wealth management and Financial Planning taking a holistic approach working with families, retirees, business owners and younger couples saving for retirement. My experience with high net and ultra high net worth clients provides unique perspectives on sophisticated planning techniques

Current workplace

Nathan Nicholson's current company

Company context helps verify the profile and gives searchers a useful next step.

Schwab Wealth Investment Advisory, Inc.

CFP

AeroLeads page

Company profile

View company profile Email format

2 roles

Nathan Nicholson work experience

A career timeline built from the work history available for this profile.

Private Wealth Advisor

Current

Schwab Wealth Investment Advisory, Inc.

Jul 2018 - Present

Senior Broker

Charles Schwab

Oct 2009 - Jul 2018

1 education record

Nathan Nicholson education

Metropolitan State University Of Denver

Accounting

FAQ

Frequently asked questions about Nathan Nicholson

Quick answers generated from the profile data available on this page.

What company does Nathan Nicholson work for?

Nathan Nicholson works for SCHWAB WEALTH INVESTMENT ADVISORY, INC..

What is Nathan Nicholson's role at SCHWAB WEALTH INVESTMENT ADVISORY, INC.?

Nathan Nicholson is listed as CFP at SCHWAB WEALTH INVESTMENT ADVISORY, INC..

Where is Nathan Nicholson based?

Nathan Nicholson is based in United States while working with SCHWAB WEALTH INVESTMENT ADVISORY, INC..

What companies has Nathan Nicholson worked for?

Nathan Nicholson has worked for Schwab Wealth Investment Advisory, Inc. and Charles Schwab.

How can I contact Nathan Nicholson?

You can use AeroLeads to view verified contact signals for Nathan Nicholson at SCHWAB WEALTH INVESTMENT ADVISORY, INC., including work email, phone, and LinkedIn data when available.

What schools did Nathan Nicholson attend?

Nathan Nicholson holds Bachelor Of Science - Bs, Accounting from Metropolitan State University Of Denver.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Nathan Nicholson you were looking for.

View similar profiles

Security Check