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Jesse Lincoln Nelson

COPPER HARBOR INVESTMENT ADVISORS, LLC·APPLETON, Wisconsin
Unclaimed Profile
250 NORTH METRO DRIVE, APPLETON, WI 54913CRD# 5134055Firm CRD# 169978
01

About

Jesse Lincoln Nelson is a registered financial advisor based in APPLETON, Wisconsin, affiliated with COPPER HARBOR INVESTMENT ADVISORS, LLC. 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
03

Firm Overview

Firm
COPPER HARBOR INVESTMENT ADVISORS, LLC
COPPER HARBOR INVESTMENT ADVISORS, LLC
AUM
$575M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at COPPER HARBOR INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5134055
Firm CRD# 169978
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jesse Lincoln Nelson offer?
Jesse Lincoln Nelson specializes in Financial Planning, Investment Management. Contact their office in APPLETON, Wisconsin for a consultation.
What are Jesse Lincoln Nelson's credentials?
Jesse Lincoln Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jesse Lincoln Nelson located?
Jesse Lincoln Nelson is based in APPLETON, Wisconsin, working with COPPER HARBOR INVESTMENT ADVISORS, LLC. Their office serves clients in the APPLETON metropolitan area and surrounding communities.
How does Jesse Lincoln Nelson charge for services?
Jesse Lincoln Nelson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COPPER HARBOR INVESTMENT ADVISORS, LLC?
COPPER HARBOR INVESTMENT ADVISORS, LLC has approximately 6 employees and manages $575M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in APPLETON
Debra Sumnicht — ISECTORS, LLCDavid Robert Jensen — AVAII WEALTH MANAGEMENT, LLCGreg Barber — SCHENCK INVESTMENT SOLUTIONS LLCMark Christopher Scheffler — THE APPLETON GROUP, LLCVernon Coffey Sumnicht — ISECTORS, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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