A complete list of active advisors currently associated with Wealth Asset Managers
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Nelson Securities, Inc. manages approximately $272 million for about 2,016 clients served by nine advisors, providing discretionary investment management and consulting to individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. Services are delivered under written Investment Advisory Agreements and fees are charged on a percentage‑of‑assets‑under‑management basis. The firm combines fundamental and technical analysis and employs a mix of long‑term, short‑term and trading strategies that can include individual stocks, ETFs, closed‑end funds and inverse/short‑selling funds; asset allocations are developed from a confidential investor profile and an Investment Policy Statement. Accounts are monitored on a continuous basis, with Investment Advisor Representatives reviewing positions and market trends and coordinating trade timing and execution while clients retain approval authority for trades. NSI operates both as an SEC‑registered investment adviser and maintains broker‑dealer registrations for certain registered representatives, a structure that allows it to effect brokerage transactions, offer life insurance products and participate in municipal/529 plan sales—arrangements the brochure discloses as potential conflicts of interest. The firm publishes a quarterly investment newsletter and has an unusually high client‑to‑advisor ratio (roughly 200+ clients per advisor) while explicitly stating that it does not provide standalone financial planning, features that are less common among comparable team firms.
To learn more about the advisors currently working at Wealth Asset Managers, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Wealth Asset Managers's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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