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Ellen Nielson

6 Years of Experience
Honolulu, HI
Broker

Ellen Nielson is a registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 6 years of industry experience. Ellen 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

848 Ala Lilikoi, Ste 103, Honolulu, HI, 96818

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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

Ellen is a registered platform associate for American Savings Bank, where she schedules appointments, tracks business, assists clients, prepares paperwork, and inputs referrals. She is also a board member of Halla Huhm Korean Dance Studio, where she votes to elect officers and foundation expenses.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2020 - Present · 6 yrs 5 mos
Cetera Investment Services LLCBroker
July 2019 - Present · 7 yrs
State Registrations1 state
HI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.