MN
MN

Mitchell Nelson

6 Years of Experience
Saint Peter, MN
BrokerSells Insurance

Mitchell Nelson is a registered investment advisor at Cetera Investment Advisers LLC, based in Saint Peter, MN, with 6 years of industry experience. Mitchell 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

1903 North 3rd Street Suite 100, Saint Peter, MN, 56082

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Mitchell is an insurance agent selling life, health, disability, annuities, and long-term care products since 2020, dedicating a few hours per week to this. Mitchell also works full-time as a financial professional at Mapvest Wealth Management since 2021.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
November 2021 - June 2023 · 1 yr 7 mos
LPL Financial LLC
June 2020 - December 2021 · 1 yr 6 mos
LPL Financial LLCBroker
February 2020 - December 2021 · 1 yr 10 mos
State Registrations20 states
ARAZCADCFLGAIAILMIMNMOMTNCNDNENVOHSDUTWI
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.