Robert Henry Nelson
Investment adviser representative at Retirement and Wealth At Alliant, LLC
12 yearsExperience
1 stateRegistered in
$7.4BFirm assets
13 yearsFirm in business
Are you Robert Henry Nelson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Wealth, Inc.Jul 2025 to now
- Robert Nelson (sole Proprietor),Nov 2024 to now
- Retirement and Wealth At Alliant, LLCMay 2022 to now
- Alliant Insurance ServicesFeb 2022 to now
- Alliant Retirement ConsultingFeb 2022 to now
- Cetera Wealth Services, LLCMar 2022 to Jul 2025
- Hauser Retirement Solutions, LLCJan 2021 to Feb 2022
- Fidelity Brokerage Services LLCMar 2020 to Dec 2020
- PwcNov 2019 to Feb 2020
- UnemployedJul 2019 to Nov 2019
- Prudential Insurance Company of AmericaSep 2014 to Jul 2019
- Prudential Investment Management Services, LLCSep 2014 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
Retirement and Wealth At Alliant, LLC
$7.4BAssets managed
222Clients
44Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2308743
- Firm CRD
- 167970