Michael Nelson
Michael Nelson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in North Tustin, CA, with 20 years of industry experience. Michael 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
North Tustin, CA
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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
Michael sells fixed and disability insurance with various companies and Petersen International Underwriters since 2022. He also owns Foresight Wealth, a financial services business, since January 2025, dedicating full-time hours to it.
Employment History
Current Registrations
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations4 states
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