Nielsen Financial Management, Inc.

Nielsen Financial Management, Inc. (CRD# 292570) is a financial advisory firm headquartered in Fort Dodge, IA. They manage $88,490,619 in 500 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
31 South 21st Street, Fort Dodge, IA 50501
http://www.twitter.com/nielsenfmjohn
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $176,981
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Nielsen Financial Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
John Nielsen, financial advisor Fort Dodge IA
John J. Nielsen
CRD#: 4462616
31 South 21st Street, Fort Dodge, IA 50501

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.

2
Tanner Utley, financial advisor Fort Dodge IA
Tanner E. Utley
CRD#: 5886110
31 South 21st Street, Fort Dodge, IA 50501

Tanner Utley (CRD# 5886110) is an Investment Advisor Representative working at Nielsen Financial Management, Inc. in Fort Dodge, IA and has over 8 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.

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