AeroLeads people directory · profile
Nick Kass, Cfp® Email & Phone Number
Financial Advisor
at
Wells Fargo Advisors
1 work email found
@wellsfargoadvisors.com
2 phones found area 417
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Charleston, South Carolina, United States
Company size
Who is Nick Kass, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Nick Kass, Cfp® is listed as Financial Advisor at Wells Fargo Advisors, a with 15127 employees, based in Charleston, South Carolina, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 417, and a matched LinkedIn profile for Nick Kass, Cfp®.
Nick Kass, Cfp® previously worked as Financial Consultant at Wells Fargo Advisors and Registered Client Associate at Wells Fargo Advisors. Nick Kass, Cfp® holds Bachelor’S Degree, International Finance & Marketing; Minor In Accounting from University Of Miami Herbert Business School.
Company email context
Email format at Wells Fargo Advisors
This section adds company-level context without repeating Nick Kass, Cfp®'s masked contact details.
*@wellsfargoadvisors.com
71% confidence
AeroLeads found 1 current-domain work email signal for Nick Kass, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Nick Kass, Cfp®
This information is intended for use by residents of AL, AR, CA, CO, CT, DE, FL, GA, IL, IN, ME, MO, NC, NH, NJ, NM, NY, SC, TN, TX, VA, and WA only.CA Insurance License #1941033. Resident State: SC./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Listed skills include Start Ups, Business Planning, Customer Service, Analysis, and 15 others.
Current workplace
Nick Kass, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Wells Fargo Advisors
10 roles
Nick Kass, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Consultant
Registered Client Associate
Oct 2017 - Mar 2021
Registered Client Associate
Mar 2017 - Sep 2017
Registered Client Associate
Apr 2015 - Mar 2017
Licensed Personal Banker Ii
Jul 2014 - Apr 2015
Investment Adviser Representative
John Hancock Financial Services is an Asset Management and Financial Services Corporation with AUM exceeding $215B•Designed comprehensive financial planning for retirement, estate, investment, and risk management•Managed advisory services for fee-based client accounts •Forecasted market conditions and investment opportunities •Performed hedging, financial modeling, and financial analysis to affluent clients•Conducted Financial Needs Analysis and optimized portfolio performance and growth•Provided Health Insurance to individuals and businesses through the Affordable Care Act Marketplace and Off-Exchange
May 2013 - Jun 2014
President
Kasscade, Llc
Kasscade, LLC is a corporate finance consulting firm structured to provide financial advisory and strategic consulting to growing and developing companies.•Converted non-GAAP metrics into GAAP compliant financial measures in order to position a company to be presented to potential strategic acquirers •Re-budgeted +$70 million across a multinational corporation to establish operational planning and decision-making•Merged +$30 million in unsynchronized multi-currency payment processing systems (CyberSource, PayPal, TransAction Central) into one centralized system•Transformed Chart of Accounts in order to provide consolidated financial statements for +25 corporate entities •Implemented Enterprise Resource Planning (ERP) to integrate applications and automate business functions
Aug 2009 - May 2013
International Finance & Marketing Student
Aug 2005 - Dec 2008
Pharmacy Technician
Senior Care Pharmacy
Pharmacy Technician • Reviewed and dispensed medications, antibiotics, and controlled substances to Nursing Homes• Performed inventory control and established new patient filesComputer Technician• Installed the initial computer system• Experience with QS/1 Pharmacy software
May 2003 - Aug 2003
Team & coworkers
Colleagues at Wells Fargo Advisors
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
JS
Jeffrey S. Cohen, Ricp®, Cima® , Aif®, Cfp®
Colleague at Wells Fargo AdvisorsWashington Dc-Baltimore Area, United States
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LR
Linda Rodriguez
Colleague at Wells Fargo AdvisorsOrlando, Florida, United States
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JB
Jeffrey Bobrowicz
Colleague at Wells Fargo AdvisorsGreater Chicago Area, United States
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SD
Scott Debeck
Colleague at Wells Fargo AdvisorsMilwaukee, Wisconsin, United States
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KM
Kerry Mitchell
Colleague at Wells Fargo AdvisorsKing, North Carolina, United States
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GZ
Gaines Zarzour
Colleague at Wells Fargo AdvisorsMobile, Alabama, United States
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CK
Christopher Kozo
Colleague at Wells Fargo AdvisorsSan Diego County, California, United States
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HA
Hugo Alejandro Albarracin
Colleague at Wells Fargo AdvisorsArgentina
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SA
Sabour Andkhoy, Cima® Cfp®, Mba
Colleague at Wells Fargo AdvisorsLos Angeles Metropolitan Area, United States
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MC
Mark Chapman
Colleague at Wells Fargo AdvisorsGreater Sacramento, United States
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Jeffrey S. Cohen, Ricp®, Cima® , Aif®, Cfp®
Colleague at Wells Fargo AdvisorsWashington Dc-Baltimore Area, United States
View →
LR
Linda Rodriguez
Colleague at Wells Fargo AdvisorsOrlando, Florida, United States
View →
JB
Jeffrey Bobrowicz
Colleague at Wells Fargo AdvisorsGreater Chicago Area, United States
View →
SD
Scott Debeck
Colleague at Wells Fargo AdvisorsMilwaukee, Wisconsin, United States
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KM
Kerry Mitchell
Colleague at Wells Fargo AdvisorsKing, North Carolina, United States
View →
GZ
Gaines Zarzour
Colleague at Wells Fargo AdvisorsMobile, Alabama, United States
View →
CK
Christopher Kozo
Colleague at Wells Fargo AdvisorsSan Diego County, California, United States
View →
HA
Hugo Alejandro Albarracin
Colleague at Wells Fargo AdvisorsArgentina
View →
SA
Sabour Andkhoy, Cima® Cfp®, Mba
Colleague at Wells Fargo AdvisorsLos Angeles Metropolitan Area, United States
View →
MC
Mark Chapman
Colleague at Wells Fargo AdvisorsGreater Sacramento, United States
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1 education record
Nick Kass, Cfp® education
FAQ
Frequently asked questions about Nick Kass, Cfp®
Quick answers generated from the profile data available on this page.
What company does Nick Kass, Cfp® work for?
Nick Kass, Cfp® works for Wells Fargo Advisors.
What is Nick Kass, Cfp®'s role at Wells Fargo Advisors?
Nick Kass, Cfp® is listed as Financial Advisor at Wells Fargo Advisors.
What is Nick Kass, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Nick Kass, Cfp® at Wells Fargo Advisors.
What is Nick Kass, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 417 for Nick Kass, Cfp® at Wells Fargo Advisors.
Where is Nick Kass, Cfp® based?
Nick Kass, Cfp® is based in Charleston, South Carolina, United States while working with Wells Fargo Advisors.
What companies has Nick Kass, Cfp® worked for?
Nick Kass, Cfp® has worked for Wells Fargo Advisors, Wells Fargo, John Hancock Financial Services, Kasscade, Llc, and University Of Miami.
Who are Nick Kass, Cfp®'s colleagues at Wells Fargo Advisors?
Nick Kass, Cfp®'s colleagues at Wells Fargo Advisors include Jeffrey S. Cohen, Ricp®, Cima® , Aif®, Cfp®, Linda Rodriguez, Jeffrey Bobrowicz, Scott Debeck, and Kerry Mitchell.
How can I contact Nick Kass, Cfp®?
You can use AeroLeads to view verified contact signals for Nick Kass, Cfp® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did Nick Kass, Cfp® attend?
Nick Kass, Cfp® holds Bachelor’S Degree, International Finance & Marketing; Minor In Accounting from University Of Miami Herbert Business School.
What skills is Nick Kass, Cfp® known for?
Nick Kass, Cfp® is listed with skills including Start Ups, Business Planning, Customer Service, Analysis, Spanish, Strategic Planning, Marketing, and Microsoft Excel.
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