John
Nelson

Mesirow Financial Investment Management, Inc

CRD#4159868
Investment Advisor
in Timnath, CO

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About this Advisor

John Nelson is a chartered financial analyst working out of Timnath, Colorado who has 7 years of relevant experience. Nelson currently works for Mesirow Financial Investment Management, Inc. Throughout their career, Nelson has worked at Mesirow Financial, Inc, Gofen And Glossberg, Fiduciary Management Associates and Mesirow Institutional Investment Management, Inc. Nelson has a Series 63 license, certifying them as a securities agent, and can operate in Colorado and Illinois. Mesirow Financial Investment Management, Inc is a registered investment firm that has its headquarters in Chicago, IL. The firm has offices in 14 locations and a total of 197 advisors. It oversees $43 billion in total assets among its 13,079 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 20 charities and foundations. Mesirow Financial Investment Management, Inc performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services depend on which services the firm provides the client. Fee types billed by Mesirow Financial Investment Management, Inc can include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Timnath, CO

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Mesirow Financial Investment Management, Inc Brokerage Details

Total Assets Under Management

$43,288,550,000

CO Average: $6,674,516,078
Total Number of Employees

197

CO Average: 44
Total Number of Accounts

13,079

CO Average: 2,564
Average Account Size

$3,309,775

CO Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

John Nelson Work History

John has been registered as a financial advisor for 7 years.*

2022 - Present (2 years)

Mesirow Institutional Investment Management, Inc

2016 - Present (8 years)

Mesirow Financial, Inc

2014 - 2016 (2 years)

Fiduciary Management Associates

2009 - 2014 (5 years)

Gofen And Glossberg

*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 John 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 Mesirow Financial Investment Management, Inc

Eric Welt
Chicago, IL
Jeffrey Condren
Chicago, IL
Miles Matheson
Littleton, CO
Sumit Desai
Chicago, IL
Katrina Jones
Chicago, IL
Servia Rindfleish
Chicago, IL
Rita Latnhotha
Chicago, IL
Kevin Babb
Chicago, IL

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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