Amy Nelson
Amy Nelson is a registered investment advisor at Gateway Wealth Partners, LLC, based in Santa Fe, NM, with 10 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 7,382 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual management fee varies up to 3.00% depending on portfolio size and composition. Fees are negotiable.
Fee Estimator
Location
1520 Paseo de Peralta, Santa Fe, NM, 87501
Get directionsHistory
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
Amy operates Apple Tree Lane Wealth Management as a DBA for her LPL business and works as an advisor for Householder Group Estate & Retirement Specialists. She also works with MS Insentra selling non-variable insurance, dedicating a few hours per week.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Householder Group Estate & Retirement Specialists
Private Client Services, LLCBroker
Rfg Advisory, LLC
Edward Jones
Edward JonesBroker
LPL Financial LLCBroker
State Registrations9 states
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
More Advisors
- Emily Zinn, CFPMultnomah Group, INC.
- John Whiteknight, CFP, ChFCCetera Investment Advisers LLC
- Lea Knight, CFPEp Wealth Advisors
- William Mcarthur, CFPJ. W. Cole Advisors, INC.
- Thomas Schwab, CFPT.C. Schwab Financial Planning, LLC
- Donald Duncan, CFA, CFP, PFSSavant Wealth Management