Honkamp Krueger Financial Services Inc
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
Years of Experience
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Honkamp Krueger Financial Services Inc Brokerage Details
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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.
Dba -- Honkamp Krueger Financial Services
Lpl Financial, LLC
Cetera Investment Advisers LLC
First Interstate Bank
Cetera Investment Services LLC
Prudential Insurance Company Of America
Pruco Securities LLC
Molly Nelson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Honkamp Krueger Financial Services Inc