Skip to content

Donald Christian Nielsen

Investment adviser representative at Bluespring Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$5.4BFirm assets

Are you Donald Christian Nielsen? Claim your profile

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

Experience

13 years in the industry.

  1. Bluespring Wealth Management, LLCJul 2026 to now
  2. Kestra Financial Inc.Jul 2026 to now
  3. Columbia Trust CompanyOct 2024 to Jul 2026
  4. Columbia Private BankJun 2023 to Oct 2024
  5. Vista Oaks RealtyMay 2019 to Jun 2023
  6. Aon Hewitt Financial Advisors LLCMay 2013 to May 2019
  7. Hewitt Financial Services LLCMay 2013 to May 2019

Designations

  • CFP® certification
  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2008
  • Series 63 · Uniform Securities Agent State Law2024

State registrations

Registered as an investment adviser representative in 1 state (CA).

Bluespring Wealth Management, LLC

$5.4BAssets managed
3,250Clients
45Advisers
16 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
5526030
Firm CRD
152667
Advisor's SEC record (opens in a new tab)
CallContact this firm