Katlyn Anne Nielson
Investment adviser representative at Focus Advisor Solutions, LLC
9 yearsExperience
1 stateRegistered in
$41.5BFirm assets
19 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
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Focus Advisor Solutions, LLCDec 2018 to now
- Focus Partners Advisor Solutions, LLCDec 2018 to now
- Foreside Financial Services, LLCOct 2018 to Sep 2020
- Loring WardFeb 2011 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Focus Advisor Solutions, LLC
$41.5BAssets managed
35,101Clients
31Advisers
19 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
- 5871732
- Firm CRD
- 143319