Gabriel Nelson
Gabriel Nelson is a CFP-designated registered investment advisor at Gabe Nelson Financial, INC., based in Sioux Falls, SD, with 21 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 203 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gabe Nelson Financial charges a percentage of your portfolio annually for investment management. The exact percentage ranges from 0.50% to 1.75% depending on the size and complexity of your account. These fees are paid quarterly in advance. You can cancel the agreement with five days' written notice and receive a prorated refund.
Location
Sioux Falls, SD
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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
Gabriel is an appointed financial advisor with various outside insurance carriers, brokering non-registered insurance products. He also authored and published a book and owns 25% of Sioux Falls City FC, LLC, a pre-professional women's soccer team.
Employment History
Current Registrations
Gabe Nelson Financial, INC.
Previous Registrations
Eagle Strategies LLC
State Registrations5 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.