Andrea
Nelson
Eide Bailly Advisors, LLC
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About this Advisor
Andrea Nelson is a financial advisor working in Gilbert, Arizona with 1 year of relevant experience. Nelson is an advisor for Eide Bailly Advisors, LLC. The advisor has gained experience at Securities America, Inc, Jazzercise Inc/Jazzercise, LLC, Securities America Advisors, Andrea Nelson, Securities America Advisors, Inc, Jazzercise Inc - Franchisee, Investor Securities Group, Inc, United Planners Financial Services, Eide Bailly Agency, Eide Bailly Financial Services and Eide Bally Advisors, LLC. Nelson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Minnesota, North Dakota, Ohio, Oklahoma, South Dakota, Texas, Utah, Virginia, Washington and Wisconsin. Eide Bailly Advisors, LLC is a firm headquartered in Fargo, ND. It has offices in nine locations and a total of 16 advisors. It administers $1 billion in assets among its 2,361 accounts, placing it among the bigger firms in the country by assets under management. Of its 2,361 client accounts, 35% belong to high-net-worth investors who have at least $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice typically depend on which services the firm provides the client. Fee types billed by Eide Bailly Advisors, LLC most likely consist of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eide Bailly Advisors, LLC Brokerage Details
$1,226,838,951
16
2,361
$519,627
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
- Educational seminars/workshops
Andrea Nelson Work History
Andrea has been registered as a financial advisor for 1 years.*
United Planners Financial Services
Eide Bailly Agency
Eide Bailly Financial Services
Eide Bally Advisors, LLC
Jazzercise Inc - Franchisee
Securities America, Inc
Securities America Advisors, Inc
Investor Securities Group, Inc
Securities America Advisors
Andrea Nelson
Securities America, Inc
Jazzercise Inc/Jazzercise, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrea 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 Eide Bailly Advisors, LLC
Orem, UT
Mankato, MN
Fargo, ND
Walnut Creek, CA
Denver, CO
Fargo, ND
Aberdeen, SD
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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