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Donald Nelson

33 Years of Experience
Marana, AZ
1 DisclosureBroker

Donald Nelson is a registered investment advisor at Wells Fargo Advisors, based in Marana, AZ, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6345 W Sunlit Bridge Pl, [Vacation.Secondary Home], Marana, AZ, 85658

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History

Regulatory History (1)
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Customer Dispute
August 2003
Closed-No Action
Other Business Activities

Donald has ownership stakes in several businesses, including Tenex Floor Coverings LLC (manufacturing plastic mats), Bull Run Jumpers One LLC (buying/selling horses), Great Lakes Asset Management LLC, and Great Lakes Asset Management Group, LLC. He also founded Yes We Can 1, which provides scholarship grants, and dedicates full-time hours to the Great Lakes Asset Management businesses.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2023 - Present · 3 yrs 5 mos
Wells Fargo Advisors
April 2023 - Present · 3 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - April 2023 · 19 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - April 2023 · 19 yrs 9 mos
Prudential Securities Incorporated
May 2001 - July 2003 · 2 yrs 2 mos
Prudential Securities IncorporatedBroker
May 2001 - July 2003 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1995 - May 2001 · 6 yrs 3 mos
Painewebber IncorporatedBroker
September 1992 - October 1994 · 2 yrs 1 mo
State Registrations40 states
AKALARAZCACODCDEFLGAIAIDILINKYLAMAMDMIMNMONCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.