Christopher Nelson, financial advisor Atlantic IA

Christopher Nelson

CRD Number: 4342168
Current Firm: Financial Transparency

Christopher Nelson (CRD# 4342168) is an Investment Advisor Representative working at Financial Transparency in Atlantic, IA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Envision Financial Transparency, LLC Greensboro, NC Jul 2018 - Current 5
Gronewold, Bell Kyhnn & Company, P.c. Atlantic, IA Jun 1991 - Current 32
Cssc Brokerage Services, Inc. Atlantic, IA Mar 2007 - Jul 2018 11
Cssc Insurance Services, Inc. Troy, MI Aug 2001 - Jul 2018 16
Trustee Empowerment & Protection, Inc. Atlantic, IA Jan 2001 - Jul 2018 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for Christopher J. Nelson
Phone Number: (336) 715-3300
Registered State(s):
  • FL
  • IA
Current Firm Details
Financial Transparency
Firm's CRD Number: 297713
By the Numbers
  • Total Assets Under Management
    295
    MILLIONS
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $581,279
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, IA, IL, MA, MI, NC, NH, TX

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