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
Nielsen Financial Management, Inc.
By the Numbers
-
Total Assets Under Management88MILLION
-
Total Number of Accounts500ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA
Financial Advisors at Nielsen Financial Management, Inc.
1
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 (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.
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