Matthew NelsonCRD Number: 5437666
Current Firm: Harbour Investments, Inc.
Matthew Nelson (CRD# 5437666) is an Investment Advisor Representative working at Harbour Investments, Inc. in La Crosse, WI and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Interactive Financial Advisors
Thrivent Investment Management Inc.
|Harbour Investments, Inc.||Madison, WI||Jul 2009 - Current||8|
|Nelson & Associates, Sc||Lacrosse, WI||Jan 2005 - Current||12|
|Nelson Financial Services||Lacrosse, WI||Jan 2005 - Current||12|
|Axa Advisors, LLC||Lacrosse, WI||Oct 2007 - Jul 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management552MILLIONS
Total Number of Accounts2,508ACCOUNTS
Average Account Value$220,245
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV