Hadley Ann Nielson
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm 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 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
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Wealth, Inc.Sep 2023 to now
- Legacy Financial GroupMar 2020 to now
- Sagepoint Financial, Inc.Jun 2020 to Sep 2023
- The Shady Kitchen CateringAug 2019 to Mar 2020
- Native InteriorsMay 2019 to Nov 2019
- Alliance Benefit Group ConsultantsNov 2018 to May 2019
- Full-time TravelMay 2018 to Oct 2018
- Stewart's Lawn CareFeb 2018 to May 2018
- Alliance HealthNov 2017 to Feb 2018
- Utah Valley UniversityAug 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7238040
- Firm CRD
- 23131