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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marissa? Claim Your ProfileMarissa Dawn Nehlsen is a financial advisor with over 24 years of experience in the industry. Marissa Dawn Nehlsen is currently registered with Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc. in North Dakota and Florida. Marissa Dawn Nehlsen has a wide range of experience working with individuals, high net worth individuals, corporations, and pension and profit-sharing plans. Marissa Dawn Nehlsen's areas of expertise include financial planning, investment management, and retirement 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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
ND
08/23/2018 - Present
Berthel, Fisher & Co. Financial Services, Inc. (MINOT ND)
ND
12/15/2011 - 07/16/2013
NATIONAL PLANNING CORPORATION (MINOT ND)
ND
08/18/2008 - 12/16/2011
PURSHE KAPLAN STERLING INVESTMENTS (MINOT ND)
ND
12/17/2007 - 08/18/2008
PURSHE KAPLAN STERLING INVESTMENTS (MINOT ND)
ND
10/01/2002 - 12/13/2007
AMERICAN GENERAL SECURITIES INCORPORATED (MINOT ND)
TX
07/07/1998 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 10/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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