Rob Nelson (CRD# 2552126) is an Investment Advisor Representative working at Nelson Wealth management/ Centaurus Financial, Inc. in Blue Springs, MO and has over 29 years of experience in the finance industry.
Rob prides himself on the in-depth, comprehensive and personal nature of his client relationships. Attention to detail, good listening and great empathy are symbols of his appreciation by his clients.
In 1975, 1976 and 1977, Rob was a member of Smith Barney's Blue Chip Council, a designation given to the firm's top advisors in their first five years. While at Merrill Lynch, Rob obtained the designation of Certified Financial Manager. He was also certified as a Special Needs Advisor working with families of children with disabilities.
Call me about guaranteed retirement income for life!
480-294-3633
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centaurus Financial, Inc. | Anaheim, CA | Jan 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1995 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- CA
- GA
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- OH
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Total Assets Under Management5,212MILLIONS
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Total Number of Accounts30,814ACCOUNTS
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Average Account Value$169,144
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Market timing services
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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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