Gary Nelson (CRD# 3227600) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ishpeming, MI and has over 24 years of experience in the finance industry.
CRD# 1824754
Raymond James Financial Services Advisors, Inc.
CRD# 5537838
Edward Jones
CRD# 5563529
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 2 |
| First Bank Upper Michigan | Ishpeming, MI | Nov 2017 - Current | 6 |
| Voya Financial Advisors | Ishpeming, MI | Aug 2018 - Jun 2021 | 2 |
| Sigma Financial Corporation | Ann Arbor, MI | Apr 1999 - Aug 2018 | 19 |
| Northern Michigan Bank | Ishpeming, MI | Aug 2012 - Nov 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- MI
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, WY
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