Joseph
Nilsen
Pensionmark Financial Group, LLC
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About this Advisor
Joseph Nilsen is a certified financial planner based in Scottsdale, Arizona who has 1 year of industry experience. Nilsen is an advisor for Pensionmark Financial Group, LLC. During their career, the advisor has held roles at The Vanguard Group, Inc, The Hershey Company, Memoryblue, Finishline, Enterprise Rent-A-Car, Sheetz, Virginia Tech, Dickey'S, Lockton Companies LLC, Lockton Investment Securities, LLC, Infosys Bpm, Lessard Wealth Management, Lockton Investment Advisors LLC, Creative Planning, LLC, Sequoia Consulting Group, Pensionmark Financial Group and Pensionmark Securities, LLC. Nilsen holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to operate in Arizona, California and New York. Pensionmark Financial Group, LLC is a registered investment company that has its headquarters in Santa Barbara, CA. It has offices in 59 locations and a total of 244 people on staff. It administers $27 billion in assets under management between its 7,380 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 142 charitable organizations. Of its 7,380 client accounts, just 4% are associated with high-net-worth clients who have more than $1 million in investable assets. Pensionmark Financial Group, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which services are offered. Fee types billed by Pensionmark Financial Group, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joseph Nilsen Work History
Joseph has been registered as a financial advisor for 1 years.*
Sequoia Consulting Group
Pensionmark Financial Group
Pensionmark Securities, LLC
Lockton Companies LLC
Lockton Investment Securities, LLC
Lockton Investment Advisors LLC
Creative Planning, LLC
Infosys Bpm
Lessard Wealth Management
The Vanguard Group, Inc
Dickey'S
The Hershey Company
Memoryblue
Finishline
Finishline
Enterprise Rent-A-Car
Sheetz
Virginia Tech
Finishline
*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 Joseph Nilsen 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 Pensionmark Financial Group, LLC
San Antonio, TX
Brentwood, TN
Saint Petersburg, FL
San Mateo, CA
Los Angeles, CA
Madison, WI
Fort Mill, SC
South Burlington, VT
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.