Matthew Nelson
Matthew Nelson is a registered investment advisor at Harbour Investments, INC., based in La Crosse, WI, with 18 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.
Location
700 N. 3rd Street, Suite 201, La Crosse, WI, 54601
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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
Matthew is an independent insurance agent with Nelson Financial Services, potentially selling equity indexed annuities. He is also a shareholder in Nelson & Associates CPA firm (full-time) and treasurer for the Holmen Booster Club. Matthew also works full-time at Nelson & Associates Financial Advisors, and coaches golf part-time for the Holmen School District.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations5 states
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