Unclaimed Profile

Charles Patrick Nelson

ADVISED ASSETS GROUP, LLC·GREENWOOD VILLAGE, Colorado

SIE, Series 6, Series 24, Series 26, Series 63Clean recordADVISED ASSETS GROUP, LLC

8515 EAST ORCHARD RD, GREENWOOD VILLAGE, CO 80111CRD# 1161349Firm CRD# 112058

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Patrick Nelson · GREENWOOD VILLAGE, CO

Registration

CRD #1161349 · ADVISED ASSETS GROUP, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 24

Series 26

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EMPOWER ADVISORY GROUP, LLC

CRD 112058 · SEC 801-58105

AUM

$134.3B

Regulatory assets under management

Employees

766

188,739 client accounts

Services offered by EMPOWER ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EMPOWER ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Patrick Nelson offer?

Charles Patrick Nelson specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Charles Patrick Nelson's credentials?

Charles Patrick Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Patrick Nelson located?

Charles Patrick Nelson is based in GREENWOOD VILLAGE, Colorado, working with ADVISED ASSETS GROUP, LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Charles Patrick Nelson charge for services?

Charles Patrick Nelson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVISED ASSETS GROUP, LLC?

ADVISED ASSETS GROUP, LLC has approximately 766 employees and manages $134.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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