Craig Brimhall Nelson
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Epic Trust Investment Advisors LLC dba Epic Private WealthJul 2022 to now
- Crag Financial Consulting LLCOct 2019 to now
- Avantax Advisory ServicesJul 2025 to Sep 2025
- Avantax Insurance Agency, LLCJul 2025 to Sep 2025
- Epic Private WealthJul 2022 to Jul 2025
- Transitional Broker LLCSep 2020 to Jul 2022
- Lone Peak AdvisersJul 2019 to Jul 2022
- Crewe AdvisorsFeb 2019 to Jul 2019
- Zions BankAug 2015 to Jan 2019
- LPL Financial LLCJan 2012 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (UT).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 2536023
- Firm CRD
- 105644