Gregory Nelson
Gregory Nelson is a CFP-designated registered investment advisor at Strategic Asset Management LLC., based in Edina, MN, with 26 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 231 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable and billed quarterly in advance.
Fee Estimator
Location
200 Southdale Center, Edina, MN, 55435
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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
Gregory is involved in several business activities, including insurance sales (life/health & fixed annuities), financial planning through Strategic Tax & Retirement, and various roles within Strategic Retirement Solutions and Star Capital Inc. He also owns and manages Strategic Asset Management, LLC, dedicating nearly full-time hours to overseeing all aspects of the business.
Employment History
Current Registrations
Strategic Asset Management LLC.
Peak Brokerage Services, LLCBroker
Star Capital INC.
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Dain Rauscher IncorporatedBroker
State Registrations8 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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