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Bryan Nielson
10 Years of Experience
Castle Rock, CO
1 DisclosureBrokerSells Insurance
Bryan Nielson is a registered investment advisor, based in Castle Rock, CO, with 10 years of industry experience.
Location
425 Wilcox St, Suite #120, Castle Rock, CO, 80104
Get directionsHistory
Regulatory History (1)
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Criminal
September 2006Final Disposition
Other Business ActivitiesSells Insurance
Bryan is an agent at Nielson Wealth Management, an investment and insurance firm, and also sells fixed insurance products including life, fixed annuities, long-term care, and Medicare. He also hosts a radio show and works with a CPA processing tax returns, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Independent Financial Partners
August 2019 - Present · 6 yrs 11 mos
Ifp Securities, LLCBroker
August 2019 - Present · 6 yrs 11 mos
Previous Registrations
Cetera Advisors LLC
October 2016 - August 2019 · 2 yrs 10 mos
Cetera Advisors LLCBroker
October 2015 - August 2019 · 3 yrs 10 mos
State Registrations19 states
AZCACODCFLHIIAIDILKSNCNVOKORSCTXUTVAWI
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.