Christopher Schofield
Investment adviser representative at Nerdwallet Wealth Partners, LLC
14 yearsExperience
1 stateRegistered in
$262.8MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Nerdwallet Wealth Partners, LLCFeb 2026 to now
- BrexAug 2025 to Feb 2026
- Northwestern Mutual Wealth Management CompanyOct 2024 to Aug 2025
- Northwestern Mutual Life Insurance CompanyJun 2023 to Oct 2024
- StudentAug 2019 to May 2023
- Madisons Pizza and CateringJan 2019 to Sep 2022
- UnemployedApr 2012 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Nerdwallet Wealth Partners, LLC
$262.8MAssets managed
694Clients
17Advisers
1 yearIn 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
- 7729544
- Firm CRD
- 337328