Donna Erickson-NelsonCRD Number: 2992112
Current Firm: Westchester Capital Management Inc.
Donna Erickson-Nelson (CRD# 2992112) is an Investment Advisor Representative working at Westchester Capital Management Inc. in Omaha, NE and has over 20 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Westchester Capital Management, Inc.||Omaha, NE||Jun 1996 - Current||21|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 1997|
Total Assets Under Management272MILLIONS
Total Number of Accounts431ACCOUNTS
Average Account Value$630,385
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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