Donald NielsenCRD Number: 5526030
Current Firm: Aon Hewitt Financial Advisors, LLC
Donald Nielsen (CRD# 5526030) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 9 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Hewitt Financial Services LLC||Sacramento, CA||May 2013 - Current||4|
|Aon Hewitt Financial Advisors LLC||Sacramento, CA||May 2013 - Current||4|
|Scottrade, Inc.||Folsom, CA||Mar 2009 - Apr 2013||4|
|Edward Jones||St Louis, MO||May 2008 - Dec 2008||< 1|
|Ldb Ventures, Inc.||Las Vegas, NV||May 2007 - May 2008||1|
|Csus||Sacramento, CA||Jan 2005 - Dec 2007||2|
|Wide World Of Golf And Tennis||Sacramento, CA||Aug 2006 - Nov 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management11,578MILLIONS
Total Number of Accounts110,165ACCOUNTS
Average Account Value$105,093
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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