Donald Nelson
Donald Nelson is a registered investment advisor at Wells Fargo Advisors, based in Naperville, IL, with 33 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2056 Westings Avenue, Ste 540, Naperville, IL, 60563
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2003Other 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
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations40 states
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
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