Carson Nielsen (CRD# 7784389) is an Investment Advisor Representative working at Gateway Financial & Estate Planning, Inc. in Pocatello, ID and has 1 year of experience in the finance industry.
CRD# 733613
Arbor Point Advisors
CRD# 4361206
Edward Jones
CRD# 5226639
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gateway Financial & Estate Planning, Inc. | Pocatello, ID | Jul 2023 - Current | < 1 |
| Gateway Insurance Services, Inc. | Pocatello, ID | Dec 2018 - Current | 5 |
| Federal Benefits Advisory Group, LLC | Pocatello, ID | Sep 2015 - Current | 8 |
| Full-time Student | Pocatello, ID | Jul 2013 - May 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- NV
- OR
- UT
- WA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
AZ, CA, ID, NV, OR, TX, UT, WA
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