Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Nelson is a financial advisor with over 20 years of experience in the industry. Bryan has a background in investment management, financial planning, and insurance. He has worked with a number of financial firms, including Columbia Management Distributors, Inc., Brown Brothers Harriman & Co., and Ameriprise Financial Services, LLC. Bryan provides a range of financial services to individual and institutional clients, including asset allocation, financial planning, and portfolio management.
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.
Asset allocation 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
MN
01/20/2015 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MA
05/01/2010 - 12/15/2014
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
07/30/2003 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NY
05/23/2002 - 07/30/2003
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
MN
09/13/2001 - 04/18/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/13/2001 - 04/18/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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