Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark A. Nelson is a financial advisor with over 13 years of experience in the industry. Mark is currently registered with Cambridge Investment Research Advisors, Inc. and Bridgeport Financial Solutions in Iowa. Previously, Mark has worked for Principal Funds Distributor, Inc., Princor Financial Services Corporation, and Edward Jones. Mark has expertise in financial planning, pension consulting, and portfolio management for individuals and businesses.
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
1
2
IA
01/05/2022 - Present
Cambridge Investment Research Advisors, Inc. (West Des Moines IA)
IA
07/31/2015 - 02/18/2021
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
06/17/2011 - 09/02/2014
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
10/17/2008 - 12/04/2009
EDWARD JONES (MUSCATINE IA)
BOTH
Issued 10/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Nelson is the right advisor for you? Invested Better is here to help.
