Robert NelsonCRD Number: 2313529
Current Firm: Zhang Financial
Robert Nelson (CRD# 2313529) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 26 years of experience in the finance industry. Robert Nelson 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.
Prudential Financial Planning Services
Cambridge Investment Research Advisors, Inc.
Lvm Capital Management Ltd
|Zhang Financial LLC||Portage, MI||Oct 2018 - Current||1|
|Rwn Consulting, LLC||Granger, IN||Nov 2017 - Oct 2018||< 1|
|Zeiders Enterprises Inc.||Woodbridge, VA||Nov 2017 - Oct 2018||< 1|
|Rsm Us Wealth Management LLC||South Bend, IN||Dec 2014 - Aug 2017||2|
|1st Source Corporation Investment Advisors, Inc.||South Bend, IN||Apr 2005 - Dec 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1993|
|S65||NASAA Investment Advisors Law Examination||May 1994|
Total Assets Under Management2,713MILLIONS
Total Number of Accounts4,184ACCOUNTS
Average Account Value$648,403
- 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
- Publication of periodicals or newsletters
AZ, CA, CO, FL, GA, IL, IN, MA, MI, NC, NJ, NY, OH, PA, TN, TX, UT, VA, WA, WI
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