Nicholas Adam Sodahl

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-04-26
MN	RA	APPROVED	2023-04-06

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bloomington	MN	07/2019	Present
Sysco Foodservice	Blaine	MN	08/2017	04/2019
Doolittle's Restaurant	Eagan	MN	04/2019	06/2019
Apple American Group	Lakeville	MN	07/2010	08/2017
Unemployed	Burnsville	MN	06/2019	07/2019
Bank Of America, N.A.	Bloomington	MN	08/2023	Present

07/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bloomington, MN
08/2017 → 04/2019

Sysco Foodservice

Blaine, MN
04/2019 → 06/2019

Doolittle's Restaurant

Eagan, MN
07/2010 → 08/2017

Apple American Group

Lakeville, MN
06/2019 → 07/2019

Unemployed

Burnsville, MN
08/2023 → Present

Bank Of America, N.A.

Bloomington, MN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-05