Robert Nelson, financial advisor Portage MI

Robert Nelson

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Robert W. Nelson
Phone Number: 269-385-5888
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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