Gregory Nelson (CRD# 3019785) is an Investment Advisor Representative working at Star Capital Inc. in Edina, MN and has over 23 years of experience in the finance industry. Gregory Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Asset Management | Rochester, MN | Feb 2023 - Current | 1 |
| Peak Brokerage Services, LLC | Palm Beach Gardens, FL | Oct 2015 - Current | 8 |
| Star Capital Inc. | Rochester, MN | Jun 2014 - Current | 9 |
| Strategic Retirement Solutions Inc. Dba Strategic Tax | Rochester, MN | May 2002 - Current | 21 |
| Sole Proprietor | Rochester, MN | Dec 2000 - Current | 23 |
| Next Financial Group Inc. | Rochester, MN | Feb 2009 - Oct 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
- FL
- IA
- LA
- MN
- TX
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Total Assets Under Management136MILLIONS
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Total Number of Accounts1,549ACCOUNTS
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Average Account Value$87,901
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, AZ, FL, IA, IL, LA, MN, NE, NJ, NY, TX, WI
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