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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn H. Nelson is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. John has been in the industry since July 2013. John has a Series 65 license and is registered with the state of Iowa. John has been registered with the state of Texas since December 2019. John holds an advisory representative position with Cambridge Investment Research Advisors, Inc. John has an advisory representative role with Cambridge Investment Research Advisors, Inc. located in Fairfield, IA. John also works with Ashford University in Clinton, IA. John has a specialization in portfolio management for individuals, portfolio management for businesses, selection of other advisors, educational seminars, market timing services, pension consulting, financial planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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IA
12/18/2019 - Present
Cambridge Investment Research Advisors, Inc. (CLINTON IA)
IA
Issued 07/16/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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