Joseph Timothy Nilsen

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 10/2020
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 04/2021 → 12/2021
  Lockton Companies Llc
  Los Angeles, CA
• 04/2021 → 12/2021
  Lockton Investment Securities, Llc
  Los Angeles, CA
• 10/2020 → 12/2020
  Infosys Bpm
  Scottsdale, AZ
• 12/2020 → 02/2021
  Lessard Wealth Management
  Scottsdale, AZ
• 02/2021 → 04/2021
  Unemployed
  Scottsdale, AZ
• 05/2021 → 12/2021
  Lockton Investment Advisors Llc
  Los Angeles, CA
• 12/2021 → 03/2022
  Creative Planning, Llc
  Overland Park, KS
• 03/2022 → Present
  Sequoia Consulting Group
  Scottsdale, AZ
• 03/2022 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA
• 03/2022 → 11/2024
  Pensionmark Securities, Llc
  Santa Barbara, FL

Previous Registrations

• 2021-12-17 → 2022-03-21
  Creative Planning
  Overland Park, KS
  Los Angeles, CA
• 2021-07-14 → 2021-12-31
  Lockton Investment Advisors, Llc
  Los Angeles, CA
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2021-07-14
• S63 Uniform Securities Agent State Law Examination
  2016-08-26

Designations

• Certified Financial Planner

Other Names

• Joe Nilsen
• Joseph Nilsen
• Joseph Timothy Nilsen