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Erin Marie Nelsen

Asset Planning, Inc

Los Alamitos, CA

CRD 5528583

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Employer firm

Asset Planning, Inc CRD 111535

$553M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Asset Planning, Inc

4281 Katella Avenue Suite 203, Los Alamitos, CA 90720 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2008-05-23
  • CA RA
    APPROVED
    Since 2008-05-23

Branch Locations

4281 Katella Avenue Suite 203, Los Alamitos, CA 90720 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Asset Planning, Inc Los Alamitos CA 04/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-22
  • S65 Uniform Investment Adviser Law Examination
    2008-05-22
Designations
  • Certified Financial Planner
Other Names
  • Erin Marie Gonsalves

View on SEC IAPD

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Nearby Investors

CAROL SOMOANO
SANDRA CHERYL FIELD
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Nearby Offices

OSAIC WEALTH, INC. · LOS ALAMITOS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Los Alamitos, CA
MML INVESTORS SERVICES, LLC · LOS ALAMITOS, CA

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