Michael Nielson
Michael Nielson is a CFP-designated registered investment advisor at Independent Financial Partners, based in St George, UT, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
321 N Mall Dr Bldg R, St George, UT, 84790
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Regulatory History (1)
Customer Dispute
August 2023Other Business ActivitiesSells Insurance
Michael is involved in several business activities, including Nielson Wealth Management Group, Fireside Retirement Strategies Inc., and Nielson Insurance Solutions LLC, all related to fixed insurance products. He also owns rental property and consults for Baker CPAs, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
LPL Financial LLC
LPL Financial LLCBroker
Edward JonesBroker
State Registrations21 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.