Douglas
Nelson

Lincoln Investment

CRD#4229188
Investment Advisor
in Kansas City, MO
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About this Advisor

Douglas Nelson is a certified financial planner operating in Kansas City, Missouri, with 18 years in the industry. Nelson is an employee of Lincoln Investment. The advisor has gained experience at Valic Financial Advisors and Lincoln Investment Planning. Nelson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Missouri. Lincoln Investment is an advisory firm that has its headquarters in Kansas City, Missouri. It has offices in 427 locations and a total of 1,231 people on staff. It handles $8 billion in assets under management among its 113,080 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 44 charities and foundations. Of its 113,080 client accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Lincoln Investment provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is provided. However, fee types billed by Lincoln Investment likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Suite 823 1600 Genessee Street
Kansas City, MO 64102

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Lincoln Investment Brokerage Details

Total Assets Under Management

$8,103,763,895

MO Average: $15,833,994,310
Total Number of Employees

1,231

MO Average: 41
Total Number of Accounts

113,080

MO Average: 3,342
Average Account Size

$71,664

MO Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Douglas Nelson Work History

Douglas has 18 years of experience.

2011 - Present (8 years)

Lincoln Investment Planning

2000 - 2011 (11 years)

Valic Financial Advisors

Disclosures

Douglas Nelson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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