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Nicholas Willenbring

MD Wealth Partners, Inc.

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About Nicholas Willenbring

Nicholas Willenbring is a financial advisor at MD Wealth Partners, Inc. Nicholas is registered with the state of California. Nicholas has been in the industry for 10 years, and previously worked at Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. Nicholas specializes in financial planning, portfolio management for individuals, and selection of other advisors. Nicholas has been in the financial services industry since 2011, working at various firms before joining MD Wealth Partners, Inc.

Firm Information

Nicholas Willenbring is currently registered with MD Wealth Partners, Inc.. MD Wealth Partners, Inc. is an investment advisor with 2 investment advisor representatives and 1 licensed agent. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They manage approximately $50.07 million in assets for 207 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm's website is HTTP://mdwealthpartners.com and their LinkedIn profile can be found at https://www.linkedin.com/in/markwendell.

$50.07M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholas Willenbring’s Registration & Firm History

CA

02/25/2019 - Present

MD Wealth Partners, Inc. (WESTLAKE VILLAGE CA)

CA

04/01/2015 - 02/27/2019

WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)

CA

01/11/2013 - 04/16/2015

J.P. MORGAN SECURITIES LLC (CULVER CITY CA)

CA

09/15/2011 - 01/11/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)

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Licenses & Designations

BOTH

Issued 10/13/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Willenbring.
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