Shawn
Nelson
Boone Wealth Advisors, LLC
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About this Advisor
Shawn Nelson is a financial advisor based in Bellevue, Washington, working with Boone Wealth Advisors, LLC. Shawn has previously held positions at Lpl Financial LLC and Boone Wealth Advisors. Shawn has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Shawn is part of Boone Wealth Advisors, LLC, which operates out of Bellevue, Washington. The firm has 8 employees and manages assets totaling $232.6 million. The firm serves a variety of clients, including 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, pension consulting services, and selection of other advisers. The fee structure at Boone Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Boone Wealth Advisors, LLC Brokerage Details
$232,616,197
8
556
$418,374
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
Shawn Nelson Work History
Boone Wealth Advisors
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Shawn 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 Boone Wealth Advisors, LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
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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