Jeffrey Nelson, financial advisor Roseville MN

Jeffrey Nelson

CRD Number: 1143474
Current Firm: Osaic Wealth, Inc.

Jeffrey Nelson (CRD# 1143474) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roseville, MN and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Roseville, MN Jan 2024 - Current < 1
Nelson Financial Services St Paul, MN Jul 1988 - Current 35
Amev Investors/fortis Investors, Inc./woodbury Financial Service St. Paul, MN May 1983 - Jan 2024 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Jeffrey C. Nelson
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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