Nelson Schoon, financial advisor Valparaiso IN
96 score

Nelson Schoon

CRD Number: 1145976
Current Firm: Cetera Advisor Networks LLC

Nelson Schoon (CRD# 1145976) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Valparaiso, IN and has over 33 years of experience in the finance industry. Nelson Schoon 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.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 3
Delco Financial Wheaton, IL Oct 1991 - Current 25
A L Williams San Diego, CA May 1981 - Current 35
Financial Network Investment Corporation El Segundo, CA Jan 1993 - Dec 2012 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
Contact Info for Nelson R. Schoon
Phone Number: 310-326-3100
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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