Colleen Nesslar
Investment adviser representative at Pendulum Wealth Partners
10 yearsExperience
1 stateRegistered in
$282.8MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Pendulum Wealth PartnersMay 2025 to now
- Ejmk Ventures LLC d/b/a Pendulum Wealth PartnersMay 2025 to now
- Ameriprise Financial Services, LLCMar 2025 to May 2025
- LPL Financial LLCSep 2023 to Feb 2025
- Wealth Enhancement Advisory ServicesSep 2023 to Feb 2025
- Wealth Enhancement Brokerage ServicesSep 2023 to Feb 2025
- Wealth Enhancement GroupSep 2023 to Feb 2025
- Raymond James Financial Services Advisors, IncJul 2023 to Sep 2023
- Raymond James Financial Services, Inc.Jul 2022 to Sep 2023
- Form Wealth Advisors, LLCJun 2022 to Sep 2023
- LPL Financial, LLCJul 2021 to Mar 2022
- Charles Schwab & Co., Inc.Aug 2018 to Jun 2021
- UnemployedMay 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Pendulum Wealth Partners
Legal name: Ejmk Ventures LLC
$282.8MAssets managed
274Clients
9Advisers
1 yearIn 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
- 2367170
- Firm CRD
- 335762