Chris
Nelson

Newbridge Financial Services Group, Inc

CRD#2246462
Investment Advisor
in Sioux Falls, SD

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About this Advisor

Chris Nelson is a financial advisor based in Sioux Falls, South Dakota, working with Newbridge Financial Services Group, Inc. Chris has previously held positions at Questar Capital Corporation, Questar Asset Management, and Newbridge Securities Corp. Chris has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Dakota. Currently, Chris is part of Newbridge Financial Services Group, Inc, which operates out of Sioux Falls, South Dakota. The firm has 38 offices and 183 employees. The firm manages assets totaling $566.2 million 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, portfolio management for institutional clients, and selection of other advisers. The fee structure at Newbridge Financial Services Group, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2601 S. Minnesota Avenue, Suite 103
Sioux Falls, SD 57105

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Newbridge Financial Services Group, Inc Brokerage Details

Total Assets Under Management

$566,247,154

SD Average: $1,855,561,029
Total Number of Employees

183

SD Average: 62
Total Number of Accounts

2,506

SD Average: 2,474
Average Account Size

$225,957

SD Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Chris Nelson Work History

2018 - Present (6 years)

Newbridge Securities Corp

2013 - 2018 (5 years)

Questar Capital Corporation

2013 - 2018 (5 years)

Questar Asset Management

Disclosures

Please visit the SEC profile of Chris 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 Newbridge Financial Services Group, Inc

Camilo Quintero Restrepo
Boca Raton, FL
Kristi Trowbridge
Birmingham, AL
Philip Rutigliano
Boca Raton, FL
John Zaffarano
Boca Raton, FL
Giovanni Buzzetta
Morristown, NJ
John Donoso
Boca Raton, FL
Richard Griffin
Ypsilanti, MI
Cameron Blair
Boca Raton, FL

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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