JOSHUA NORDFELT

Financial Advisor

First Vice President - Investment Officer

Address: 299 S MAIN STREET, 7TH FLOOR , SALT LAKE CITY , UT 84111
Call: 801-535-4010  |  800-662-3733    Fax: 801-535-4099
Email: Joshua.Nordfelt@wellsfargoadvisors.com Compose mail in a new window

My Background

I have the privilege of working with a select group of individuals, families, and business owners to help them build, manage, preserve, and transition their wealth. I am especially passionate about collaborating with clients who have spent a lifetime creating wealth and helping ensure it is protected and thoughtfully positioned for both today and future generations.<br/><br/>I take a comprehensive approach to wealth planning, carefully evaluating every aspect of a client?s financial life including debt management, cash reserves, insurance, estate strategies, investment strategy, and tax considerations. With a clear understanding of each client?s unique goals and circumstances, I help design diversified investment portfolios that may include equities, fixed income, mutual funds, and other investment solutions.<br/><br/>I bring experience, education, and a disciplined perspective to every client relationship, always exercising thoughtful judgment and care in the decisions I help guide. I earned a Bachelor of Science in Business Management from Westminster College in Salt Lake City, Utah. I began my career in the financial industry in 2008 as a Personal Banker with Zions Bank, followed by my tenure at Goldman Sachs, where I further developed my investment knowledge and institutional perspective. I joined Wells Fargo Advisors in 2015 to focus on delivering comprehensive wealth management strategies.<br/><br/>CA Insurance License Number: 0L52842. Resident State: UT

My Experience

  • 2015 - Present : Wells Fargo Advisors, Financial Advisor
  • 2013 - 2015 : Goldman Sachs, Analyst
  • 2008 - 2013 : Zions Bank, Personal Banker

My Education & Credentials

  • Bachelor of Science in Business Management - Westminster College
Securities Registered in the following states: AK, AL, AZ, CA, CO, FL, GA, HI, IA, ID, IN, KS, MA, MD, ME, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OK, OR, TX, UT, VA, WA, WY
Insurance licensed in the following states: Resident State: UT
JOSHUA NORDFELT: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Utah : SALT LAKE CITY Branch