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Brian N

Series 63, Series 65, Series 66

Logan, UT

Cetera

Brian Nelson is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior work includes 12 years at Fidelity Investments. He is also an owner of BMN Investments, LLC, a business focused on expense management. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individual and institutional clients with a range of portfolio management and retirement services. The firm operates a multi-manager platform offering various investment strategies and oversight across multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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