Erin Nelsen (CRD# 5528583) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has over 15 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Asset Planning, Inc. | Los Alamitos, CA | Apr 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2008 |
- CA
-
Total Assets Under Management446MILLIONS
-
Total Number of Accounts390ACCOUNTS
-
Average Account Value$1,144,866
- 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
CA
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