Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Matzen is a financial advisor with over 11 years of experience in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered with Avantax Advisory Services. Nelson has previously held positions with HD Vest Investment Services, Mariner Wealth Advisors, Bright Wealth Management, Lowell and Company, and Texas Tech University. He has a wide range of experience in financial planning, portfolio management, and investment advisory services. He is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
12/17/2020 - Present
Avantax Advisory Services (Dallas TX)
TX
12/12/2016 - 07/02/2018
HD VEST INVESTMENT SERVICES (Irving TX)
TX
08/21/2015 - 05/06/2016
LOWELL & COMPANY, INC. (LUBBOCK TX)
BOTH
Issued 12/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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