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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-05
LA RA APPROVED 2020-10-01
  • TX RA
    APPROVED
    Since 2023-05-05
  • LA RA
    APPROVED
    Since 2020-10-01

Branch Locations

935 Camellia Blvd Suite 200, Lafayette, LA 70508 • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2016 09/2020
Northwestern Mutual Investment Services Llc Lafayette LA 11/2016 09/2020
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2019 09/2020
Financial Partners Of Louisiana, Llc Lafayette LA 10/2020 Present
Cambridge Investment Research, Inc. Fairfield IA 10/2020 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 10/2020 Present
  • 06/2016 → 09/2020
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2016 → 09/2020
    Northwestern Mutual Investment Services Llc
    Lafayette, LA
  • 01/2019 → 09/2020
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 10/2020 → Present
    Financial Partners Of Louisiana, Llc
    Lafayette, LA
  • 10/2020 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 10/2020 → Present
    Fairfield, IA
Other Businesses

1) GRANT NELSON, 935 CAMELLIA BLVD, STE 200, LAFAYETTE, LA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 06/06/16, INV REL, 2/MO- 1/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-40/WK-40/TRADING 10/05/20 3) GRANT J. NELSON, LLC, 935 Camellia Blvd., Ste. 200, LAFAYETTE LA 70508, 02/2025, Owner, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING. 4) FINANCIAL PARTNERS OF LOUISIANA, LLC, 935 Camellia Blvd., Ste. 200, Lafayette LA 70508, 10/2020, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO, 140 HR/MO TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-26
S63 Uniform Securities Agent State Law Examination 2017-09-05
  • S65 Uniform Investment Adviser Law Examination
    2022-05-26
  • S63 Uniform Securities Agent State Law Examination
    2017-09-05
Designations
Other Names
  • Grant James Nelson

View on SEC IAPD

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