Amy
Nelson
Householder Group Estate & Retirement Specialists
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About this Advisor
Amy Nelson is a financial advisor based in Scottsdale, Arizona, working with Householder Group Estate & Retirement Specialists. Amy has previously held positions at Western Comunity/Lpl Financial, Shure Bread, LLC, Edward Jones, Rfg Advisory, LLC Dba Apple Tree Lane Wealth Management, Private Client Services, Lpl Financial LLC, Apple Tree Lane Wealth Management, and Householder Group Estate And Retirement Specialists, LLC. Amy has passed the Series 66 regulatory exam and is registered to provide services in New Mexico. Currently, Amy is part of Householder Group Estate & Retirement Specialists, which operates out of Scottsdale, Arizona. The firm has 29 offices and 86 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Householder Group Estate & Retirement Specialists includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Householder Group Estate & Retirement Specialists Brokerage Details
$1,305,983,348
86
6,706
$194,748
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Amy Nelson Work History
Lpl Financial LLC
Householder Group Estate And Retirement Specialists, LLC
Apple Tree Lane Wealth Management
Rfg Advisory, LLC Dba Apple Tree Lane Wealth Management
Private Client Services
Western Comunity/Lpl Financial
Edward Jones
Shure Bread,LLC
Disclosures
Please visit the SEC profile of Amy Nelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Householder Group Estate & Retirement Specialists
Surprise, AZ
Scottsdale, AZ
Camarillo, CA
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Clackamas, OR
Scottsdale, AZ
Brea, CA
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