Austin Nelson (CRD# 6608943) is an Investment Advisor Representative working at Toptier Wealth Management in Muskego, WI and has 1 year of experience in the finance industry. Austin Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Toptier Wealth Management | Muskego, WI | Mar 2018 - Current | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2016 - Mar 2018 | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2016 - Apr 2016 | < 1 |
| Unemployed | Grand Rapids, MI | Nov 2015 - Feb 2016 | < 1 |
| Cahill Wealth Management | Portage, MI | Sep 2013 - Nov 2015 | 2 |
- FL
- MI
- TX
- WI
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts284ACCOUNTS
-
Average Account Value$363,316
- A percentage of assets under your management
- 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)
FL, MI, TX, WI
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