Philip
Nelson
Empower Advisory Group, LLC
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About this Advisor
Philip Nelson is a financial advisor based in Bozeman, Montana, working with Empower Advisory Group, LLC. Philip has previously held positions at Fairway Independent Mortgage Company, Catena Construction, Ent Credit Union, Heritage Eagle Bend Golf Course, Fidelity Investments, Mount Mercy University, Legend High School, Mount Mercy University, Empower Financial Services, Inc, and Empower Advisory Group, LLC. Philip has passed the Series 66 regulatory exam and is registered to provide services in Montana. Currently, Philip is part of Empower Advisory Group, LLC, which operates out of Bozeman, Montana. The firm has 4 offices and 766 employees. The firm manages assets totaling $134.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Empower Advisory Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Empower Advisory Group, LLC Brokerage Details
$134,279,160,181
766
188,739
$711,454
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Philip Nelson Work History
Empower Financial Services, Inc
Empower Advisory Group, LLC
Fidelity Investments
Fairway Independent Mortgage Company
Catena Construction
Ent Credit Union
Mount Mercy Univeristy
Heritage Eagle Bend Golf Course
Mount Mercy University
Heritage Eagle Bend Golf Course
Mount Mercy University
Heritage Eagle Bend Golf Course
Mount Mercy University
Legend High School
Disclosures
Please visit the SEC profile of Philip Nelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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