Wells Nelson & Associates, LLC

Wells Nelson & Associates, LLC (CRD# 104030) is a financial advisory firm headquartered in Oklahoma, OK. They serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Other
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.

AL, AR, KS, MO, NC, OK, TX

Financial Advisors at Wells Nelson & Associates, LLC
Showing 1 - 5 of 5 top financial advisors.
1
William K. Bonds
CRD#: 2033782
Two Leadership Square, 211 N. Robinson, Suite 1600, Oklahoma City, OK 73102
93
Wealthminder
score

William Bonds (CRD# 2033782) is an Investment Advisor Representative working at Wells Nelson & Associates, LLC in Oklahoma City, OK and has over 26 years of experience in the finance industry.

2
Craig R. Cunningham
CRD#: 2874122
401 S. Boston, Suite 2520, Tulsa, OK 74103
93
Wealthminder
score

Craig Cunningham (CRD# 2874122) is an Investment Advisor Representative working at Wells Nelson & Associates, LLC in Tulsa, OK and has over 19 years of experience in the finance industry.

3
Steven M. Perry
CRD#: 3074765
17480 Dallas Parkway, Suite 240, Dallas, TX 75287
93
Wealthminder
score

Steven Perry (CRD# 3074765) is an Investment Advisor Representative working at Wells Nelson & Associates, LLC in Dallas, TX and has over 18 years of experience in the finance industry.

4
Edward F. Wells
CRD#: 1561794
Two Leadership Square, 211 N. Robinson, Suite 1600, Oklahoma City, OK 73102
93
Wealthminder
score

Edward Wells (CRD# 1561794) is an Investment Advisor Representative working at Wells Nelson & Associates, LLC in Oklahoma City, OK and has over 30 years of experience in the finance industry.

5
Randall W. Nelson
CRD#: 2105965
401 S. Boston, Suite 2520, Tulsa, OK 74103
73
Wealthminder
score

Randall Nelson (CRD# 2105965) is an Investment Advisor Representative working at Wells Nelson & Associates, LLC in Tulsa, OK and has over 24 years of experience in the finance industry.

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