Eric Nelson

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About Eric Nelson

Becoming a financial advisor helped me achieve two lifelong goals: helping others and pursuing a passion for personal finance. I proudly serve as a sounding board, educator, and expert advisor to my clients. Throughout the advisory process with my clients, I am involved in decisions about their career, business, and other personal matters. I am honored to do so, and never take my involvement in their lives for granted.

The biggest reward for me comes when I am able to see my clients meet their goals - helping their grandkids pay for college, maintaining their lifestyle during retirement, having the ability to travel, and more.

I have a Bachelors degree in Finance and Economics from Rutgers University and am married to my high school sweetheart. I enjoy traveling and spending time with family.

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General Information

Firm Start Year

2018

No. of Employees

automated call

CRD#

5885266

Firm CRD#

297032

Name of Custodial Firm

Fidelity

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

CERTIFIED FINANCIAL PLANNER" (CFP^®)

Certified Exit Planning Advisor (CEPA^®)

https://www.linkedin.com/in/erictnelson/

Work with the following types of clients

Business Owners, Individual Investors

Advisory Services Provided

Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CEPA^®, CFP^®

Securities Licenses

Series 66

Insurance and Annuity Licenses

Long Term Care, Life, Disability

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets, Flat Fee

Education

Bachelors of Science - Finance

Rutgers University
09/01/2008 -05/31/2012

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892123/paladinregistry-Independence-Wealth-detailed-disclosure.html

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