Nick Kass, Cfp®
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Nick Kass, Cfp® Email & Phone Number

Financial Advisor at Wells Fargo Advisors
Location: Charleston, South Carolina, United States 10 work roles 1 school
1 work email found @wellsfargoadvisors.com 2 phones found area 417 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email n****@wellsfargoadvisors.com
Direct phone (417) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wells Fargo Advisors
Role
Financial Advisor
Location
Charleston, South Carolina, United States
Company size
15127 employees

Who is Nick Kass, Cfp®? Overview

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Quick answer

Nick Kass, Cfp® is listed as Financial Advisor at Wells Fargo Advisors, a company 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
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AeroLeads found 1 current-domain work email signal for Nick Kass, Cfp®. Compare company email patterns before reaching out.

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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
Wells Fargo Advisors
Financial Advisor
st. louis, missouri, united states
Website
wellsfargoadvisors.com
Employees
15127
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Company profile
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10 roles

Nick Kass, Cfp® work experience

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

Registered Client Associate

Wells Fargo Advisors

Charleston, South Carolina Area

Oct 2017 - Mar 2021

Registered Client Associate

Wells Fargo Advisors

Charleston, South Carolina Area

Apr 2015 - Mar 2017

Licensed Personal Banker Ii

Wells Fargo

Charleston, South Carolina Area

Jul 2014 - Apr 2015

Investment Adviser Representative

John Hancock Financial Services

Virginia Beach, VA

  • 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
May 2013 - Jun 2014

President

Kasscade, Llc

Charleston, South Carolina Area

  • 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

University Of Miami

Coral Gables, FL

Aug 2005 - Dec 2008

Pharmacy Technician

Senior Care Pharmacy

Joplin, Missouri Area

  • 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 →

HJ Hunt Joy Hunt Joy Colleague at Wells Fargo Advisors Festus, Missouri, United States, United States View → TP Tamea Pate Tamea Pate Colleague at Wells Fargo Advisors St Louis, Missouri, United States, United States View → PB Patrick Buschmohle, Jr. Patrick Buschmohle, Jr. Colleague at Wells Fargo Advisors United States, United States View → SM Shelly Martin Shelly Martin Colleague at Wells Fargo Advisors St Louis, Missouri, United States, United States View → MB Michael Ballard Cpa, Cfp®, Cima® Michael Ballard Cpa, Cfp®, Cima® Colleague at Wells Fargo Advisors Washington DC-Baltimore Area, United States View → CI Charles Incalcaterra Charles Incalcaterra Colleague at Wells Fargo Advisors Babylon, New York, United States, United States View → CM Chloe Miller Chloe Miller Colleague at Wells Fargo Advisors Austin, Texas Metropolitan Area, United States View → RB Robert Birzer Robert Birzer Colleague at Wells Fargo Advisors Glen Allen, Virginia, United States, United States View → JB Jeanne Beutler Jeanne Beutler Colleague at Wells Fargo Advisors Ohio, United States, United States View → MD Michael D. Nunno, Cima®, Cfp® Michael D. Nunno, Cima®, Cfp® Colleague at Wells Fargo Advisors Greater Philadelphia, United States View →
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 Hunt Joy, Tamea Pate, Patrick Buschmohle, Jr., Shelly Martin, and Michael Ballard Cpa, Cfp®, Cima®.

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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