Heather
Nelson
Matson Money, Inc
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About this Advisor
Heather Nelson is a financial advisor based in Mason, Ohio, working with Matson Money, Inc. Heather has previously held positions at Fidelity Brokerage Services LLC, Scottrade, and Matson Money, Inc. Heather has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Ohio. Currently, Heather is part of Matson Money, Inc, which operates out of Mason, Ohio. The firm has 1 office and 61 employees. The firm manages assets totaling $19.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, publication of newsletters, and educational seminars. The fee structure at Matson Money, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Matson Money, Inc Brokerage Details
$19,647,408,985
61
30,605
$641,967
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Publication of periodicals or newsletters
- Educational seminars/workshops
Heather Nelson Work History
Matson Money, Inc
Scottrade
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of Heather 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 Matson Money, Inc
Scottsdale, AZ
Mason, OH
Scottsdale, AZ
Mason, OH
Charlotte, NC
Mason, OH
Mason, OH
Asheville, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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