Unclaimed
Bjorn Nesvold is a financial advisor with over 15 years of experience in the industry. Bjorn has worked at Thrivent Investment Management Inc. and Landmark Wealth Management Group. Bjorn currently works at Beacon Pointe Advisors, LLC and is a registered representative in Wisconsin. Bjorn specializes in providing financial planning advice and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
10/24/2024 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
WI
08/07/2007 - 02/03/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Hudson WI)
BOTH
Issued 07/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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