Unclaimed Profile

Karen Kelly Nelson

WEALTHCARE CAPITAL MANAGEMENT LLC·RICHMOND, Virginia

Series 65Clean record15 years registeredWEALTHCARE CAPITAL MANAGEMENT LLC

600 EAST MAIN STREET, RICHMOND, VA 23219CRD# 5215080Firm CRD# 111119

Profile Verification

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

Identity

Karen Kelly Nelson · RICHMOND, VA

Registration

CRD #5215080 · WEALTHCARE CAPITAL MANAGEMENT LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHCARE CAPITAL MANAGEMENT LLC

WEALTHCARE CAPITAL MANAGEMENT LLC

Nov 2010 – Sep 2017

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 23, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHCARE CAPITAL MANAGEMENT LLC

CRD 111119 · SEC 801-60183

AUM

$2.6B

Regulatory assets under management

Employees

10,499 client accounts

Services offered by WEALTHCARE CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHCARE CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Karen Kelly Nelson offer?

Karen Kelly Nelson specializes in Financial Planning, Investment Management, Wealth Management.

What are Karen Kelly Nelson's credentials?

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

Where is Karen Kelly Nelson located?

Karen Kelly Nelson is based in RICHMOND, Virginia, last registered with WEALTHCARE CAPITAL MANAGEMENT LLC.

How does Karen Kelly Nelson charge for services?

Karen Kelly 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 WEALTHCARE CAPITAL MANAGEMENT LLC?

WEALTHCARE CAPITAL MANAGEMENT LLC has approximately 53 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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