Joel Nelson (CRD# 4122926) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Sterling, CO and has over 24 years of experience in the finance industry. Joel 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# 3089819
Osaic Wealth, Inc.
CRD# 2496780
Edward Jones
CRD# 4299805
The Ameriflex Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| South Platte Agency, Inc. | Julesburg, CO | Mar 2016 - Current | 8 |
| Securities America Inc. | Sterling, CO | May 2010 - Current | 13 |
| Securities America Advisors | Sterling, CO | May 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2000 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2002 |
- CO
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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
- 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
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