Dane Nelson
Investment adviser representative at Northern Edge Wealth Management
11 yearsExperience
1 stateRegistered in
$246.9MFirm 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
11 years in the industry.
- Northern Edge Wealth ManagementDec 2025 to now
- Ameriprise Financial Services, LLCJun 2025 to Dec 2025
- Robert Half InternationalOct 2014 to Jun 2025
Exams passed
- Series 66 · Uniform Combined State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
Northern Edge Wealth Management
Legal name: Northern Edge Wealth Management, LLC
$246.9MAssets managed
551Clients
4Advisers
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
- 8109578
- Firm CRD
- 338102