Riley Nelsen, financial advisor Homewood AL

Riley Nelsen

CRD Number: 7015525
Current Firm: Sagespring Wealth Partners

Riley Nelsen (CRD# 7015525) is an Investment Advisor Representative working at Sagespring Wealth Partners in Homewood, AL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Nelsen Wealth Team Homewood, AL Mar 2023 - Current 1
Sagespring Wealth Partners Homewood, AL Nov 2022 - Current 1
Raymond James Financial Services, Inc. Birmingham, AL Jul 2019 - Current 4
Riley Nelsen Wealth Team Homewood, AL Jun 2021 - Nov 2022 1
Southwestern Investmnt Advisory Services Homewood, AL Sep 2020 - Nov 2022 2
Southwestern Investment Advisory Services Homewood, AL Sep 2020 - Nov 2022 2
Southwestern Investment Group Homewood, AL Sep 2020 - Nov 2022 2
Southwestern Investment Group Homewood, AL Sep 2020 - Nov 2022 2
Raymond James Financial Services, Inc. Birmingham, AL Sep 2018 - Jun 2019 < 1
Southwestern Investment Group Birmingham, AL Aug 2018 - May 2019 < 1
Samford University Birmingham, AL Aug 2015 - May 2019 3
Money Management Concepts Orlando, FL Jun 2018 - Aug 2018 < 1
Spectra Contract Flooring Birmingham, AL Jun 2017 - Aug 2017 < 1
Lyman High School Orlando, FL Aug 2011 - Aug 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Riley W. Nelsen
Phone Number: 615-861-6100
Registered State(s):
  • AL
  • LA
By the Numbers
  • Total Assets Under Management
    5,503
    MILLIONS
  • Total Number of Accounts
    28,921
    ACCOUNTS
  • Average Account Value
    $190,272
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

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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