Craig Nelson (CRD# 5338590) is an Investment Advisor Representative working at Red Sky Financial Planning, LLC in Wilsonville, OR and has over 16 years of experience in the finance industry.
CRD# 4422816
Ameriprise Financial Services, LLC
CRD# 4299120
Wellspring Advisors, Inc.
CRD# 6885161
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Red Sky Financial Planning, LLC | Wilsonville, OR | May 2018 - Current | 6 |
| Unemployed | Wilsonville, OR | Jul 2017 - May 2018 | < 1 |
| Nike Inc. | Beaverton, OR | Jul 2015 - Jul 2017 | 2 |
| Intel Corp. | Aloha, OR | Jul 2011 - Jul 2015 | 4 |
| Oregon Army National Guard | Salem, OR | Jun 2006 - Jul 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts131ACCOUNTS
-
Average Account Value$240,879
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
OR
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.