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Kevin Alan Nelson

SCHUBERT & COMPANY, INC.·MCKINNEY, Texas
Clean recordSCHUBERT & COMPANY, INC.
5900 S. LAKE FOREST DRIVE, MCKINNEY, TX 75070CRD# 5275778Firm CRD# 114702

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Alan Nelson · MCKINNEY, TX
Registration
CRD #5275778 · SCHUBERT & COMPANY, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kevin Alan Nelson is a registered financial advisor based in MCKINNEY, Texas, affiliated with SCHUBERT & COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SCHUBERT & COMPANY, INC.
SCHUBERT & COMPANY, INC.
AUM
$403M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SCHUBERT & COMPANY, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5275778
Firm CRD# 114702
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Alan Nelson offer?
Kevin Alan Nelson specializes in Financial Planning, Investment Management. Contact their office in MCKINNEY, Texas for a consultation.
What are Kevin Alan Nelson's credentials?
Kevin Alan Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Alan Nelson located?
Kevin Alan Nelson is based in MCKINNEY, Texas, working with SCHUBERT & COMPANY, INC.. Their office serves clients in the MCKINNEY metropolitan area and surrounding communities.
How does Kevin Alan Nelson charge for services?
Kevin Alan Nelson'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 SCHUBERT & COMPANY, INC.?
SCHUBERT & COMPANY, INC. has approximately 8 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SCHUBERT & COMPANY, INC.

Cole Davis Mcclellan
MCKINNEY, TX
Kelley Joe Schubert
MCKINNEY, TX

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