Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Nielson is a financial advisor in Greenwood Village, CO. Michael is a Registered Representative and Investment Adviser Representative and has over 20 years of experience in the financial industry. Michael is registered with Independent Financial Partners and has been with the firm since August 2019. Prior to that, Michael was registered with Cetera Advisors LLC. Michael is a Certified Financial Planner and has obtained a number of securities licenses and designations, including Series 7, 63, 65, and 24. Michael specializes in Retirement Income Strategies, Fixed Insurance, and Non-Discretionary Investment Advice. Michael offers a range of services to his clients, including financial planning, portfolio management, and insurance products.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
CO
01/06/2021 - Present
Independent Financial Partners (Greenwood Village CO)
CO
08/22/2012 - 08/26/2019
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
CO
01/13/2006 - 09/07/2012
LPL FINANCIAL LLC (BOULDER CO)
CO
08/07/2002 - 01/18/2006
EDWARD JONES (LAFAYETTE CO)
IA
Issued 03/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Nielson is the right advisor for you? Invested Better is here to help.
