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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 Laurel Nelson is a financial advisor with over 20 years of experience in the financial services industry. John is currently registered with Mesirow Financial Investment Management, Inc. and Mesirow Institutional Investment Management, Inc. in Colorado and Illinois. John has a Series 7 and Series 63 license. John holds the designation of Chartered Financial Analyst. John has experience providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. John has a strong track record of success in helping clients achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
05/26/2016 - Present
Mesirow Financial Investment Management, Inc. (TIMNATH CO)
IL
07/26/2005 - 12/11/2008
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
IL
08/03/2004 - 09/08/2004
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NE
01/02/2002 - 08/12/2003
AMERITRADE, INC. (OMAHA NE)
NE
04/14/2000 - 12/31/2001
AMERITRADE (BELLEVUE NE)
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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