Nikolas Paul Wogstad

Current Employers

Employment History

• 12/2005 → 06/2024
  Securities America, Inc.
  Minneapolis, MN
• 12/2005 → Present
  Everest Financial Group, Llc
  Golden Valley, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Minneapolis, MN

Previous Registrations

• 2005-08-29 → 2005-12-05
  Focus Financial
  Minneapolis, MN

Other Businesses

***NIKOLAS P WOGSTAD - INVESTMENT ADVISOR REPRESENTATIVE POSITION: INVESTMENT ADVISOR REPRESENTATIVE NATURE: EVEREST FINANCIAL GROUP, LLC - INVESTMENT ADVISOR REPRESENTATIVE INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2007 ADDRESS: 701 XENIA AVE S, SUITE 250, GOLDEN VALLEY MN 55416 DESCRIPTION: I provide investment management services under Everest Financial Group, LLC's RIA. Primarily through Schwab. I may also provide financial plans for fee and securities related analytical services for fee. ***EVEREST FINANCIAL GROUP, CFO/INVESTMENT ADVISOR REPRESENTATIVE/SENIOR PARTNER POSITION: CFO NATURE: 2) EVEREST FINANCIAL GROUP, LLC - INVESTMENT ADVISOR REPRESENTATIVE / SENIOR PARTNER - 55% TO 60% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 10/07/2019 ADDRESS: 701 Xenia Ave S, Suite 250, Golden Valley MN 55416 DESCRIPTION: I manage fee (through Everest Financial Group's RIA and using Schwab as custodian) accounts for my clients. I also help to manage our Everest Financial Group, LLC's corporate Schwab account. In addition, I am the CFO and am responsible for overseeing our corporate financial obligations. This includes but is not limited to managing our Wells Fargo & US Bank accounts, our Citigroup Visa for Costco, payroll, lease payments, etc. & other corporate financial obligations. ***DBA: NIKOLAS P WOGSTAD POSITION: Insurance Agent NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2005 ADDRESS: 701 XENIA AVE S, SUITE 250, GOLDEN VALLEY MN 55416 DESCRIPTION: Fixed insurance sales.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-10-27