David Michael Nelson
Investment adviser representative at Colton Groome Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
$724.9MFirm assets
8 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Colton Groome Financial Advisors, LLCNov 2017 to now
- Valmark Securities, Inc.Feb 2015 to now
- Valmark Advisers, Inc.Feb 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NC).
Colton Groome Financial Advisors, LLC
$724.9MAssets managed
362Clients
10Advisers
8 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
- 4008051
- Firm CRD
- 128365