Nielsen Financial Services, Inc.

Nielsen Financial Services, Inc. (CRD# 117821) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $60,210,856 in 450 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $133,802
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

UT

Financial Advisors at Nielsen Financial Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Daniel A. Nielsen
CRD#: 3037085
452 E. 500 South, Salt Lake City, UT 84111
93
Wealthminder
score

Daniel Nielsen (CRD# 3037085) is an Investment Advisor Representative working at Nielsen Financial Services, Inc. in Salt Lake City, UT and has over 18 years of experience in the finance industry.

2
Michael A. Nielsen
CRD#: 2935837
452 E. 500 South, Salt Lake City, UT 84111
90
Wealthminder
score

Michael Nielsen (CRD# 2935837) is an Investment Advisor Representative working at Nielsen Financial Services, Inc. in Salt Lake City, UT and has over 18 years of experience in the finance industry. Michael Nielsen 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.

3
Ronald D. Nielsen
CRD#: 348100
452 E. 500 South, Salt Lake City, UT 84111
83
Wealthminder
score

Ronald Nielsen (CRD# 348100) is an Investment Advisor Representative working at Nielsen Financial Services, Inc. in Salt Lake City, UT and has over 24 years of experience in the finance industry.

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