Chris Nelson
Chris Nelson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Scottsbluff, NE, with 30 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3011 Avenue B, Suite B, Scottsbluff, NE, 69361
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chris is a partner in Nelson Brothers Farms and Reed & Nelson, LLC, and president and partner of Three Pheasants, LLC. He is also the sole member and owner of Valley Wealth Management, LLC, an insurance agency, and president of CAP Holdings, LLC, a commercial real estate company.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Spectrum Capital, INC.
Spectrum Capital, INC.Broker
State Registrations29 states
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