John Nielsen (CRD# 4462616) is an Investment Advisor Representative working at Nielsen Financial Management, Inc. in Fort Dodge, IA and has over 22 years of experience in the finance industry. John Nielsen 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# 3271729
Cambridge Investment Research Advisors, Inc.
CRD# 4198301
Lpl Financial LLC
CRD# 2240774
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nielsen Financial Management | Fort Dodge, IA | Mar 2018 - Current | 6 |
| Lpl Financial LLC | Fort Dodge, IA | Mar 2015 - Current | 9 |
| Visionpoint Advisory Group, LLC | Fort Dodge, IA | Mar 2015 - Mar 2018 | 3 |
| Ameriprise Financial Services Inc. | Fort Dodge, IA | Oct 2001 - Feb 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2001 |
- IA
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts500ACCOUNTS
-
Average Account Value$176,981
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IA
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