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Credentials
Series 63, Series 66
Experience Industry experience
16 years
Location
Maple, WI
LPL Financial
Institution
Casey Nelson is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including U.S. Bancorp Investments, Charles Schwab, Wells Fargo Advisors, and Regions Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Maple, WI
Maple WI
Advisors at this office
1
California · Missouri · South Dakota · Wisconsin
16 years of industry experience
LPL Financial
2023 - Present • 3 years
St Charles, MO
U.S. Bancorp Investments, Inc.
2022 - 2023 • 1 year
Clayton, MO
U.S. Bank
2021 - 2023 • 2 years
Clayton, MO
Cetera
2021 - 2021 • 1 year
Clayton, MO
Cetera Investment Services Llc
2021 - 2021 • 1 year
St. Cloud, MN
Regions bank
2020 - 2021 • 1 year
Clayton, MO
Charles Schwab Bank, SSB
2020 - 2020 • 1 year
Edina, MN
Charles Schwab & Co., Inc.
2018 - 2020 • 2 years
Edina, MN
Charles Schwab Premier Bank
2018 - 2020 • 2 years
Chicago, IL
Wells Fargo Advisors
2018 - 2018 • 1 year
Naperville, IL
Wells Fargo Clearing
2016 - 2018 • 2 years
Lakeville, MN
Wells Fargo Bank
2016 - 2018 • 2 years
Phoenix, AZ
WELLS FARGO ADVISORS LLC
2013 - 2016 • 3 years
Lakeville, MN
LPL Financial
2010 - 2011 • 1 year
Appleton, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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