Nelson Financial Services
Nelson Financial Services (CRD# 159342) is a financial advisory firm headquartered in Madison, WI. They manage $3,425,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts45ACCOUNTS
Average Account Value$76,111
- 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
- Selection of other advisers (including private fund managers)
Scott Nelson (CRD# 4173996) is an Investment Advisor Representative working at Nelson Financial Services in Madison, WI and has over 17 years of experience in the finance industry.