Richard Nelsen
Richard Nelsen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bay City, MI, with 19 years of industry experience. Richard 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
306 Fifth St, Suite 101, Bay City, MI, 48708
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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
Richard receives renewals on fixed annuity sales and operates Insight Financial Group (IFG) as President/CEO/Owner, dedicating full-time hours to the financial business. He also owns a tax planning business, Richard Nelsen, spending a variable amount of time assisting clients with tax efficiency.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations9 states
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