Ricky Nelson
Ricky Nelson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hastings, NE, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
747 N. Burlington Avenue, Suite 307, Hastings, NE, 68901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ricky acts as a control person, health care POA, personal representative, trustee, and power of attorney for Gehle, Rita; Nelson Family, dedicating minimal time. He is also involved with the Grand Lodge Ancient Free and Accepted Masons of Nebraska as a Finance/Investment Committee Member, spending minimal time, and owns Nelson Financial Services, Inc. and Ricky E Nelson Revocable Trust, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Nelson Capital Management, INC.
Edward D. Jones & CO., L.P.Broker
State Registrations21 states
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