Unclaimed Profile

Robert William Nelson

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.·SOUTH BEND, Indiana

Series 6, Series 7, Series 63, Series 65Clean record21 years registered1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

100 NORTH MICHIGAN STREET, SOUTH BEND, IN 46601CRD# 2313529Firm CRD# 111331

Profile Verification

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

Identity

Robert William Nelson · SOUTH BEND, IN

Registration

CRD #2313529 · 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

ZHANG FINANCIAL

Dec 2018 – May 2021

PORTAGE, MI

RWN CONSULTING, LLC

Jun 2018 – Nov 2018

GRANGER, IN

RSM US WEALTH MANAGEMENT LLC

Dec 2014 – Aug 2017

SOUTH BEND, IN

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

Apr 2005 – Dec 2014

SOUTH BEND, IN

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 18, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

CRD 111331 · SEC 801-60100

AUM

$3.5B

Regulatory assets under management

Employees

1 client accounts

Services offered by 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

Per Form ADV

Selection of other advisers

Other

View all advisors at 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SOUTH BEND?

Browse all registered financial advisors in SOUTH BEND, Indiana or claim this profile if it's yours.

Browse SOUTH BEND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert William Nelson offer?

Robert William Nelson specializes in Wealth Management.

What are Robert William Nelson's credentials?

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

Where is Robert William Nelson located?

Robert William Nelson is based in SOUTH BEND, Indiana, last registered with 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC..

How does Robert William Nelson charge for services?

Robert William 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 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.?

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. has approximately 9 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →