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Alexandra Mary Nelson

Strategic Investment Solutions, Inc.

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About Alexandra Mary Nelson

Alexandra Nelson is an Investment Advisor Representative with Strategic Investment Solutions, Inc. Alexandra is licensed in Illinois. Alexandra has been in the industry since January 2013. Alexandra earned their Series 65 license in November 2022. Alexandra has experience in the financial services industry with previous employment at Northern Illinois University, Price Waterhouse Coopers and Strategic Investment Solutions, Inc..

Firm Information

Alexandra Nelson is currently registered with Strategic Investment Solutions, Inc.. Strategic Investment Solutions, Inc. is an investment advisor based in ORLAND PARK, IL. The firm manages approximately $910,000,000 in regulatory assets under management for 3,910 clients. They offer portfolio management services for individuals and have 12 investment adviser representatives. They also have experience working with clients in 401K plans, high-net-worth individuals, and individuals other than high-net-worth.
Strategic Investment Solutions, Inc.

9501 W 144TH PLACE

ORLAND PARK, IL 60462-2562

$910.00M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexandra Nelson’s Registration & Firm History

IL

02/20/2023 - Present

Strategic Investment Solutions, Inc. (ORLAND PARK IL)

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Licenses & Designations

IA

Issued 11/18/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexandra Mary Nelson.
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