Michael NelsonCRD Number: 4582216
Current Firm: Transitions Wealth Management, LLC
Michael Nelson (CRD# 4582216) is an Investment Advisor Representative working at Transitions Wealth Management, LLC in Greenwood Village, CO and has over 16 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Fit Financial Consulting LLC
|Wenner Silvestain & Company, Cpas||Greenwood Village, CO||Aug 2001 - Current||16|
|Ws Investment Advisors, LLC||Greenwood Village, CO||Aug 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2001|
Total Assets Under Management202MILLIONS
Total Number of Accounts756ACCOUNTS
Average Account Value$267,316
- 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)
- Publication of periodicals or newsletters
CO, NE, TX
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