Donna
Erickson-Nelson
Westchester Capital Management Inc
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About this Advisor
Donna Erickson-Nelson is a financial advisor operating in Omaha, Nebraska who has 25 years of industry experience. Erickson-Nelson is an advisor for Westchester Capital Management Inc. Over the course of their career, Erickson-Nelson has held roles at Westchester Capital Management, Inc. Erickson-Nelson holds a Series 65 license, certifying them as an investment advisor representative, and can operate in Nebraska and Texas. Westchester Capital Management Inc is a company operating out of Omaha, NE. It has $427 million in assets under management between its 585 accounts, placing it among the bigger firms in the country by assets under management. Of its 585 accounts, 36% are held by high-net-worth clients who have more than $1 million in investable assets. Westchester Capital Management Inc offers a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management depend on the services provided. However, fees charged by Westchester Capital Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Westchester Capital Management Inc Brokerage Details
$427,182,448
8
585
$730,226
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Donna Erickson-Nelson Work History
Donna has been registered as a financial advisor for 25 years.*
Westchester Capital Management, Inc
Westchester Capital Management, Inc
*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 Donna Erickson-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 Westchester Capital Management Inc
Omaha, NE
Omaha, NE
Omaha, NE
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