Eric Nelson
Investment adviser representative at Servo Wealth Management LLC
15 yearsExperience
2 statesRegistered in
CFADesignation
$173.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Wealth Enhancement Advisory ServicesAug 2026 to now
- Wealth Enhancement GroupAug 2026 to now
- Servo Wealth Management LLCOct 2011 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Servo Wealth Management LLC
$173.8MAssets managed
89Clients
1Advisers
2 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
- 3132084
- Firm CRD
- 159367