WEALTH ASSET MANAGERS
SEC RegisteredAbout the firm
Nelson Securities offers all-encompassing services for clients, including investment and insurance services. Their team of professionals have decades of experience in financial services, providing personalized service focused on clients' needs, wants, and long-term goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Services and Insurance Services, with personalized financial planning focused on clients' needs, wants, and long-term goals.
Who they serve
Individuals preparing for retirement, those investing to build wealth, protect their family, or preserve their assets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,016 | $267M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of July 21, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WEALTH ASSET MANAGERS 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 the SEC or FINRA websites before making any decision.