Martin Nelson & Company, Inc.

Martin Nelson & Company, Inc. (CRD# 2903) is a financial advisory firm headquartered in Seattle, WA. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1500 Westlake Ave North #200, Seattle, WA 98109
http://martinnelsonco.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Martin Nelson & Company, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jan Jansen, financial advisor Seattle WA
Jan W. Jansen
CRD#: 257386
1500 Westlake Ave N. Ste 200, Seattle, WA 98109
93
Wealthminder
score

Jan Jansen (CRD# 257386) is an Investment Advisor Representative working at Martin Nelson & Company, Inc. in Seattle, WA and has over 10 years of experience in the finance industry.

2
Martin Nelson, financial advisor Seattle WA
Martin O. Nelson
CRD#: 346215
1500 Westlake Ave N. Ste 200, Seattle, WA 98109
93
Wealthminder
score

Martin Nelson (CRD# 346215) is an Investment Advisor Representative working at Martin Nelson & Company, Inc. in Seattle, WA and has over 26 years of experience in the finance industry.

3
Jan-david Jansen, financial advisor Lake Oswego OR
Jan-david Jansen
CRD#: 4646471
4500 Kruse Way, Suite 345, Lake Oswego, OR 97035
91
Wealthminder
score

Jan-david Jansen (CRD# 4646471) is an Investment Advisor Representative working at Martin Nelson & Company, Inc. in Lake Oswego, OR and has over 3 years of experience in the finance industry. Jan-david Jansen 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.

4
Tony Barbisan, financial advisor Lake Oswego OR
Tony C. Barbisan
CRD#: 1604612
4500 Kruse Way, Plaza 1 Suite 345, Lake Oswego, OR 97035
81
Wealthminder
score

Tony Barbisan (CRD# 1604612) is an Investment Advisor Representative working at Martin Nelson & Company, Inc. in Lake Oswego, OR and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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