Wyatt James Nelson
Investment adviser representative at Osaic Wealth, Inc.
18 yearsExperience
3 statesRegistered in
$234.9BFirm assets
29 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 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
18 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Bravera BankAug 2024 to now
- Dsu Heritage FoundationJul 2024 to now
- American Portfolios Financial Services Inc.Sep 2024 to Oct 2024
- Gooseneck ImplementFeb 2023 to Jul 2024
- Nylife Securities, LLCMar 2021 to Feb 2023
- New York Life Insurance Co.Aug 2020 to Feb 2023
- Nd Energy ServicesApr 2019 to Sep 2020
- UnemployedMar 2019 to Apr 2019
- Pioneer Energy ServicesAug 2008 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (CO, ND, TX).
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
- 7278079
- Firm CRD
- 23131