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Erin Marie Nelsen

ASSET PLANNING, INC·CYPRESS, California
Series 65Clean record18 years registeredASSET PLANNING, INC
10601 WALKER STREET, CYPRESS, CA 90630CRD# 5528583Firm CRD# 111535

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Erin Marie Nelsen · CYPRESS, CA
Registration
CRD #5528583 · ASSET PLANNING, INC · 18 years registered
Brand Profile
Not yet started
01

Career History

ASSET PLANNING, INC
May 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 23, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASSET PLANNING, INC
CRD 111535 · SEC 801-62993
AUM
$446M
Regulatory assets under management
Employees
6
390 client accounts
Services offered by ASSET PLANNING, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ASSET PLANNING, INC →
Introduction

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05

Frequently Asked Questions

What services does Erin Marie Nelsen offer?
Erin Marie Nelsen specializes in Financial Planning, Investment Management. Contact their office in CYPRESS, California for a consultation.
What are Erin Marie Nelsen's credentials?
Erin Marie Nelsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erin Marie Nelsen located?
Erin Marie Nelsen is based in CYPRESS, California, working with ASSET PLANNING, INC. Their office serves clients in the CYPRESS metropolitan area and surrounding communities.
How does Erin Marie Nelsen charge for services?
Erin Marie Nelsen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET PLANNING, INC?
ASSET PLANNING, INC has approximately 6 employees and manages $446M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSET PLANNING, INC

Carol Jolene Patrick
CYPRESS, CA
Diane Kay Burch
CYPRESS, CA
Carol Somoano
CYPRESS, CA
Sandra Cheryl Field
CYPRESS, CA

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Research
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