Brandon M Nelson

Current Employers

Employment History

• 08/2001 → 01/2025
  Lincoln Financial Advisors
  Salt Lake City, UT
• 01/2025 → Present
  Osaic Wealth, Inc.
  Salt Lake City, UT

Previous Registrations

• 2001-09-19 → 2025-01-24
  Osaic Fa, Inc.
  Holladay, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

1) BRANDON NELSON, 3165 E. MILLROCK DR., SUITE 450, HOLLADAY, UT 84121 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT & HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, INVESTMENT ADVISORY SERVICES, FIXED LIFE SETTLEMENT, PREMIUM FINANCING, FIXED LIFE INSURANCE. START DATE: 08/01/98 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 2) AGRIBUSINESS SUCCESSION ADVISORS, LLC DBA ASA POSITION: Business associate of ASA NATURE: This is a marketing name for working with clients in the Agricultural space. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/30/2023 ADDRESS: 3165 E Millrock Dr, Ste 300, Holladay UT 84121, United States DESCRIPTION: Entity is used for business management purposes and will also market/offer fixed insurance through this entity. 3) STAKE ASSISTANT CLERK FINANCE FOR THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS POSITION: Stake assistant clerk finance NATURE: Stake Clerks. The stake president assigns the stake clerk or an assistant stake clerk finance to help with stake financial record keeping. Clerks carefully follow current policies to safeguard Church funds and ensure that Church records are accurate. The clerk has the following responsibilities: Record and deposit any funds received with a member of the stake presidency. Reimburse members for stake expenses. All reimbursements are reviewed and submitted by the clerk and then approved by a member of the Stake Presidency and then funds are released to the member. Review the financial statement each month and ensure that any issues are resolved promptly. Help the stake presidency prepare the annual stake budget (see 34.6.1 and 34.6.2).Verify that each ward has submitted the annual tithing declaration report. Participate in financial audits by stake auditors and take corrective actions if needed (see 34.7). Assist bishoprics with training ward clerks. Clerks should hold the Melchizedek Priesthood. This is an ecclesiastic calling I have been given by my church. I didn't volunteer to this position but have been asked to serve as my duty to my church. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 04/28/2024 ADDRESS: 10860 S 3200 W, South Jordan UT 84095, United States DESCRIPTION: The Stake will be assigned funds to pay for various church activities and expenses. I will oversee these expenses and make sure all expenses are accounted for and review all reimbursement requests. I also provide the records known for financial audits. I will record this information in the Church computer systems and will help make Stake budgets for our Church members. 4) OUTSIDE INSURANCE POSITION: Agent NATURE: To sell life, health, disability, LTC, dental, vision insurance, fixed annuities, life settlements (those approved through Osaic Wealth), Equity Indexed Annuities and any other insurance based product that is legal to sell under my life/health insurance license. INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 08/01/1998 ADDRESS: 3165 E. Millrock Dr., Suite 450, Holladay UT 84121, United States DESCRIPTION: Solicit insurance products to clients that need them.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-16
• S63 Uniform Securities Agent State Law Examination
  1998-10-29

Designations

Other Names

• Brandon M Nelson