Brian Nelson
Brian Nelson is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Helena, MT, with 24 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
111 N Last Chance Gulch, Ste 3-C, Helena, MT, 59601
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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
Brian is an associate at Sullivan Financial Group, selling fixed insurance, securities, and investment products, taking nearly a full-time commitment. He is also an independent insurance agent selling fixed insurance products, also nearly full-time, and is involved with the Helena Area Community Foundation and NAIFA MT.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Intersecurities, INC.Broker
State Registrations2 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.