AdFi
MA

Mark A Nelson

Investment Adviser Representative at BRIDGEPORT FINANCIAL SOLUTIONS

West Des Moines, IACRD #5587472Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Mark A. Nelson has worked in the securities industry since 2012. They are registered to provide investment advisory services in Iowa.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Iowa
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/29/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/16/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
$0 – $2 million1.25%
$2 million – $5 million1.00%
$5 million – $10 million0.80%
$10 million+0.00%
Account minimum: $10,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Bridgeport Financial Solutions Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BRIDGEPORT FINANCIAL SOLUTIONSCurrent
6/18/2024West Des Moines, IA
CAMBRIDGE INVESTMENT RESEARCH, INC.Current
1/5/2022West Des Moines, IA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Current
1/5/2022West Des Moines, IA
PRINCIPAL GLOBAL INVESTORS
9/3/20152/18/2021Des Moines, IA
PRINCOR FINANCIAL SERVICES CORPORATION
6/21/20119/2/2014Des Moines, IA
EDWARD JONES
10/31/200812/4/2009Muscatine, IA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark A Nelson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Mark A Nelson - Financial Advisor in West Des Moines, IA | AdvisorFinder