Aaron NelsonCRD Number: 5046259
Current Firm: Key Investment Services LLC
Aaron Nelson (CRD# 5046259) is an Investment Advisor Representative working at Key Investment Services LLC in Colorado Springs, CO and has over 12 years of experience in the finance industry.
Accelerated Wealth Advisors LLC
Adelmann Financial, Inc.
T. Rowe Price Advisory Services, Inc.
|Key Investment Services||Colorado Springs, CO||Jan 2014 - Current||7|
|Key Investment Services||Colorado Springs, CO||May 2013 - Jan 2014||< 1|
|Key Investment Services||Colorado Springs, CO||Mar 2012 - May 2013||1|
|Key Bank||Colorado Springs, CO||Jan 2012 - May 2013||1|
|1st Cfs||Centennial, CO||Sep 2011 - Jan 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2009|
|S65||NASAA Investment Advisors Law Examination||Aug 2009|
Total Assets Under Management3,449MILLIONS
Total Number of Accounts21,284ACCOUNTS
Average Account Value$162,027
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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