Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn William Nelson is an investment advisor representative with TLG Advisors, Inc., where he has been employed since May 2016. Shawn has been in the financial services industry since July 1993. Prior to joining TLG Advisors, Inc., Shawn worked for several other firms including Signator Investors, Inc., Transamerica Financial Advisors, Inc., and G.R. Phelps & Co., Inc. Shawn is registered with the states of California, Minnesota, and North Dakota. Shawn is also licensed to sell fixed insurance products and security products for Nelson Financial Partners. Shawn's areas of specialization include financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
Placement of institutional funds
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.
1
2
CO
05/20/2016 - Present
TLG Advisors, Inc. (LITTLETON CO)
MN
05/13/2016 - 06/08/2016
SIGNATOR INVESTORS, INC. (GOLDEN VALLEY MN)
MN
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (GOLDEN VALLEY MN)
MN
03/14/1996 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (GOLDEN VALLEY MN)
NA
06/25/1993 - 02/28/1996
G. R. PHELPS & CO., INC.
MA
09/11/1993 - 02/06/1995
MANEQUITY, INC. (BOSTON MA)
BC
Issued 06/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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