Christopher Nelson, financial advisor Fond Du Lac WI

Christopher Nelson

CRD Number: 6317434
Current Firm: Osaic Wealth, Inc.

Christopher Nelson (CRD# 6317434) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Fond Du Lac, WI Jan 2024 - Current < 1
Woodbury Financial Services Inc. Fond Du Lac, WI Jan 2020 - Jan 2024 4
Thrivent Financial Appleton, WI Oct 2015 - Dec 2019 4
Thrivent Investment Management Inc. Appleton, WI Oct 2015 - Dec 2019 4
Edward Jones St. Louis, MO Apr 2014 - Sep 2015 1
Wirtz Beverage Hartland, WI May 2010 - Apr 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Christopher M. Nelson
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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