Best Investors Account Sign in
Inactive

Nicholas Todd Gervasini

Wakefield Asset Management, Lllp

Englewood, CO

Wakefield Wealth Management, Lllp

Englewood, CO

Claim This Profile
Current Employers
Wakefield Asset Management, Lllp

7887 East Belleview Ave, Suite #800, Englewood, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-03-27
  • CO RA
    APPROVED
    Since 2024-03-27

Branch Locations

7887 East Belleview Ave, Suite #800, Englewood, CO 80111 • United States

Wakefield Wealth Management, Lllp

7887 E. Belleview Ave, Suite 800, Englewood, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-03-25
  • CO RA
    APPROVED
    Since 2024-03-25

Branch Locations

7887 E. Belleview Ave, Suite 800, Englewood, CO 80111 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wakefield Asset Management, Lllp Englewood CO 12/2021 Present
Plante & Moran Pllc Denver CO 01/2020 11/2021
Gonzaga University Spokane WA 08/2015 07/2020
  • 12/2021 → Present
    Wakefield Asset Management, Lllp
    Englewood, CO
  • 01/2020 → 11/2021
    Plante & Moran Pllc
    Denver, CO
  • 08/2015 → 07/2020
    Gonzaga University
    Spokane, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-16
  • S65 Uniform Investment Adviser Law Examination
    2023-05-16

View on SEC IAPD

More in Englewood, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor