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Brian Nelson

13 Years of Experience
Logan, UT
Broker

Brian Nelson is a registered investment advisor at Cetera Investment Advisers LLC, based in Logan, UT, with 13 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

195 W 1600 N #120, Logan, UT, 84341

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian is an employee of Champlin Investments, performing IAR duties, dedicating full-time hours. He also owns BMN Investments, LLC for expense management and rental property, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 3 mos
Cetera Wealth Services, LLCBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
November 2018 - January 2024 · 5 yrs 2 mos
Fidelity Brokerage Services LLCBroker
October 2012 - January 2024 · 11 yrs 3 mos
Wells Fargo Advisors, LLC
March 2011 - October 2011 · 7 mos
Wells Fargo Advisors, LLCBroker
March 2011 - October 2011 · 7 mos
State Registrations13 states
AZCAFLIAIDKSMTNMPASDUTWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.