Nelson Financial Management, LLC
Nelson Financial Management, LLC (CRD# 158745) is a financial advisory firm headquartered in Bellevue, WA. They manage $18,000,000 in 250 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts250ACCOUNTS
Average Account Value$72,000
- 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
- Selection of other advisers (including private fund managers)
Arlyn Nelson (CRD# 815954) is an Investment Advisor Representative working at Nelson Financial Management, LLC in Bellevue, WA and has over 23 years of experience in the finance industry. Arlyn 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.