Joseph
Nilsen

Pensionmark Financial Group, LLC

CRD#6686280
Investment Advisor
in Scottsdale, AZ

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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

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Scottsdale, AZ

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Pensionmark Financial Group, LLC Brokerage Details

Total Assets Under Management

$26,622,603,339

AZ Average: $7,578,581,321
Total Number of Employees

244

AZ Average: 43
Total Number of Accounts

7,380

AZ Average: 3,727
Average Account Size

$3,607,399

AZ Average: $2,033,427

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.*

2022 - Present (2 years)

Sequoia Consulting Group

2022 - Present (2 years)

Pensionmark Financial Group

2022 - Present (2 years)

Pensionmark Securities, LLC

2021 - 2021 (< 1 year)

Lockton Companies LLC

2021 - 2021 (< 1 year)

Lockton Investment Securities, LLC

2021 - 2021 (< 1 year)

Lockton Investment Advisors LLC

2021 - 2022 (1 year)

Creative Planning, LLC

2020 - 2020 (< 1 year)

Infosys Bpm

2020 - 2021 (1 year)

Lessard Wealth Management

2016 - 2020 (4 years)

The Vanguard Group, Inc

2016 - 2016 (< 1 year)

Dickey'S

2015 - 2016 (1 year)

The Hershey Company

2015 - 2015 (< 1 year)

Memoryblue

2014 - 2015 (1 year)

Finishline

2014 - 2014 (< 1 year)

Finishline

2013 - 2015 (2 years)

Enterprise Rent-A-Car

2012 - 2013 (1 year)

Sheetz

2012 - 2015 (3 years)

Virginia Tech

2012 - 2014 (2 years)

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

Joshua Johnson
San Antonio, TX
Jason Cohn
Brentwood, TN
Valerie Digennaro
Saint Petersburg, FL
Jason Aceituno
San Mateo, CA
Rogelio Rocha
Los Angeles, CA
Erik Gotrik
Madison, WI
Katherine Mach
Fort Mill, SC
Melanie Brown
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.

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