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Chelsea Gordon

Advisor at Capital Analysts

Updated today

Location

New Hope, PA 18938-0658

Credentials

CFP®, Series 66

Industry experience

10 years

About

Chelsea Gordon is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Lincoln Investment since 2013. She operates in New Hope, PA, and assists clients with retirement, investment, and education planning. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, charitable organizations, and corporations with a range of advisory services, including custom portfolios, model portfolios, and third-party managed strategies.

Client services

Based on Capital Analysts

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Capital Analysts

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management

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Fee options

Percentage

$0 - $500,000: 0.15% or $200 minimum annually $500,000 - $1,000,000: 0.12% $1,000,000 - $2,000,000: 0.10% $2,000,000+: 0.08%

Other

Minimum fee: Annual Capital Analysts Administrative Fee with minimum $200/year ($16.67/month), assessed as 0.15% (or $200 minimum) on first $500,000, 0.12% on next $500,000, 0.10% on next $1,000,000, and 0.08% over $2,000,000 for Advisor Managed Model Portfolios and Client Custom Portfolios (closed to new accounts) Fee-only: Advisory fees negotiated by individual Advisor up to 1.25% annually of assets under management; includes Advisor Consulting, Client Custom Portfolios, and Advisor Managed Model Portfolios.

Location

Lincoln Investment, Lincoln Investment. Po. Box 658

New Hope, PA 18938-0658

Most active in

Pennsylvania

Work history

Lincoln Investment

2016 - Present (10 years)

Lincoln Investment

2016 - Present (10 years)

Lincoln Investment

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert A

Series 65

Wood River, NE

Wealth Management

Robert Almquist is a financial advisor at Wealth Management Nebraska with 18 years of industry experience. He holds a Series 65 credential and has been with Wealth Management Nebraska since 2007. Prior to that, he worked at Almquist, Maltzahn, Galloway & Luth, P.C. for 47 years. Outside of advising, he is involved in real estate construction and property management through his membership in Do All Construction and Do All Properties. Wealth Management Nebraska provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and emphasizes a portfolio approach based on modern portfolio theory, utilizing passively managed mutual funds and ETFs.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Founder/Business Owner Executive
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Lathan E

Series 66

Kenesaw, NE

LPL Financial

Lathan Ellis is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at Adams County Bank and NUtech Ventures, among others. Outside of his advisory work, Ellis is a commissioned notary in Kenesaw, NE. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory services with non-advisory products such as insurance and lending.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Chris S

Series 65, Series 66

Wood River, NE

Cambridge Investment Research Advisors

Chris Stewart is a financial advisor with Cambridge Investment Research Advisors and holds Series 65 and Series 66 licenses. He has 24 years of industry experience, including prior roles at Centaurus Financial, Inc., and has been associated with Cambridge since 2018. Stewart is also a part-owner of Bangs & Stewart CPAs LLC, which provides CPA and tax preparation services, and serves on the board of Sense Technologies Inc. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing a range of account platforms and investment approaches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Neel K

Series 66

Kenesaw, NE

LPL Financial

Neel Keiser is a financial advisor with LPL Financial and holds the Series 66 designation. He has 15 years of industry experience, including prior roles at Securities America Advisors, Inc. and ACB Group LLC. In addition to his advisory work, Keiser serves on the board of the First Kenesaw Company and holds executive and board positions at Adams County Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product activities such as insurance and lending services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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