Heather Morgan wildonger Sontag
Investment adviser representative at Carlsbad Wealth Advisory Group, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$237.6MFirm assets
Are you Heather Morgan wildonger Sontag? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Carlsbad Wealth Advisory Group, Inc.Dec 2019 to now
- Solar Turbines IncorporatedApr 2016 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Carlsbad Wealth Advisory Group, Inc.
$237.6MAssets managed
248Clients
3Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7205987
- Firm CRD
- 146587