![Kurt Neilan, financial advisor Diamond Bar CA](/img/ws/profile-blank-sq.png)
Kurt Neilan (CRD# 3164540) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Diamond Bar, CA and has over 25 years of experience in the finance industry. Kurt Neilan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
![Garrett Abel, financial advisor Diamond Bar CA](/img/ws/profile-blank-sq.png)
CRD# 2639348
Clearview Investment Partners, LLC
![Robert Aceves, financial advisor Diamond Bar CA](/img/ws/profile-blank-sq.png)
CRD# 5648811
Edelman Financial Engines
![June Adams, financial advisor Diamond Bar CA](/img/ws/profile-blank-sq.png)
CRD# 2710593
Trilogy Capital, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Diamond Bar, CA | Jan 2024 - Current | < 1 |
Neilan & Associates, Cpa Inc. | Diamond Bar, CA | Nov 1988 - Current | 35 |
Woodbury Financial Services, Inc. | Diamond Bar, CA | Aug 2004 - Jan 2024 | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1998 |
- CA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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