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Nicholas Lance Seltun

Investment adviser representative at Advisory Solutions Group
13 yearsExperience
2 statesRegistered in
$408.4MFirm assets
Under 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Advisory Solutions GroupMay 2026 to now
  2. Cs Planning Corp.Jun 2021 to Apr 2026
  3. Seltun Financial Group, LLCJun 2021 to Apr 2026
  4. O'connor Capital Advisory, LLCJun 2013 to Aug 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Advisory Solutions Group

Legal name: Advisory Solutions Group, LLC

$408.4MAssets managed
807Clients
42Advisers
Under 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
5275509
Firm CRD
339919
Advisor's SEC record (opens in a new tab)
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