Julie Nelson
Julie Nelson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Omaha, NE, with 11 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
16820 Frances St., Ste. 202, Omaha, NE, 68130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie is the owner/partner of The Olson Group since 2020, dedicating full-time hours. She is also a board member and secretary for the Nebraska Health Care Association Foundation, spending minimal time. Finally, Julie works as an advisory representative of an RIA (CIRA) since 2019, dedicating nearly full-time hours.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Pioneer Funds Distributor, INC.Broker
State Registrations11 states
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