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Christine Sionia Neilson

Investment Research Corp.

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About Christine Sionia Neilson

Christine Neilson is a financial advisor with Investment Research Corp. Christine has been working in the financial industry since April 1994 and is registered to provide investment advice in multiple states including California, Missouri, New York, Oregon, and Washington. Christine has experience providing financial planning and portfolio management services to individuals, businesses, and investment companies. Christine is committed to helping her clients achieve their financial goals.

Firm Information

Christine Neilson is currently registered with Investment Research Corp.. Investment Research Corp. is an investment advisor registered with the SEC and located in Denver, CO. The firm manages approximately $52.02 million in assets for individuals, investment companies, pension and profit-sharing plans, and other clients. Their services include financial planning, selection of other advisors, and portfolio management for individuals, businesses, and investment companies. The firm also participates in wrap fee programs.
Investment Research Corp.

1636 LOGAN STREET

DENVER, CO 80203

$52.02M

Assets Under Management

150

Total Clients

12

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Christine Neilson’s Registration & Firm History

CO

02/08/2024 - Present

Investment Research Corp. (DENVER CO)

CA

05/24/2018 - 02/14/2024

MML INVESTORS SERVICES, LLC (Rancho Mirage CA)

WA

02/05/2016 - 04/20/2018

HORACE MANN INVESTORS, INC. (Federal Way WA)

WA

06/28/2013 - 01/25/2016

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SEATTLE WA)

WA

12/01/2006 - 07/19/2013

QUESTAR CAPITAL CORPORATION (SEATTLE WA)

CA

10/18/2000 - 12/01/2006

USALLIANZ SECURITIES, INC. (LOS ANGELES CA)

MN

06/09/2000 - 10/10/2000

FORTIS INVESTORS, INC. (OAKDALE MN)

MN

08/05/1996 - 04/24/2000

FORTIS INVESTORS, INC. (OAKDALE MN)

CA

04/21/1995 - 07/31/1996

ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)

MA

11/16/1993 - 03/08/1995

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/16/1993 - 03/08/1995

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/03/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/15/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/1999

Series 7 - General Securities Representative Examination

BC

Issued 11/15/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christine Sionia Neilson.
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