Molly
Nelson

Honkamp Krueger Financial Services Inc

CRD#5258830
Investment Advisor
in Missoula, MT

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About this Advisor

Molly Nelson is a certified financial planner located in Missoula, Montana. Currently an investment advisor with Honkamp Krueger Financial Services Inc, they have accumulated 14 years of practice in the financial advisory industry. Nelson maintains Series 63 and Series 66 licenses, designating them as a securities broker. Nelson can work with investors in Montana. Their career trajectory has included roles at Prudential Insurance Company Of America, Pruco Securities LLC, First Interstate Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Lpl Financial, LLC, Proequities, Inc and Dba -- Honkamp Krueger Financial Services. Honkamp Krueger Financial Services Inc is based out of Missoula, Montana, and has 14 offices in the country. As a company, Honkamp Krueger Financial Services Inc manages $4 billion in assets covering 9,971 accounts and employs more than 103 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Honkamp Krueger Financial Services Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1821 South Avenue West 5Th Floor
Missoula, MT 59806-2368

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Honkamp Krueger Financial Services Inc Brokerage Details

Total Assets Under Management

$4,052,385,016

MT Average: $9,259,360,772
Total Number of Employees

103

MT Average: 166
Total Number of Accounts

9,971

MT Average: 7,189
Average Account Size

$406,417

MT Average: $1,287,990

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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
  • Pension consulting services
  • Selection of other advisers

Molly Nelson Work History

Molly has 14 years of experience.

2019 - Present (2 years)

Proequities, Inc

2019 - Present (2 years)

Dba -- Honkamp Krueger Financial Services

2016 - 2019 (3 years)

Lpl Financial, LLC

2014 - 2016 (2 years)

Cetera Investment Advisers LLC

2010 - 2019 (9 years)

First Interstate Bank

2010 - 2016 (6 years)

Cetera Investment Services LLC

2006 - 2010 (4 years)

Prudential Insurance Company Of America

2006 - 2010 (4 years)

Pruco Securities LLC

Disclosures

Molly Nelson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Honkamp Krueger Financial Services Inc

Gregory Marso
Onalaska, WI
Alan Kutsch
Laurens, IA
Christopher Kobes
Grimes, IA
Nicholas Molo
Dubuque, IA
Scott Schemmel
Dubuque, IA
Josie Bengford
Carroll, IA
Sarah Gerhard
Fairmont, MN

This content was compiled from the SEC and FINRA.

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