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Mark Joseph Nelson

Nfo Financial Advisory LLC

Westmont, IL

CRD 7285803

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Employer firm

Nfo Financial Advisory LLC CRD 310417

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

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

Current Employers
Nfo Financial Advisory Llc

Westmont, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-09-15
  • IL RA
    APPROVED
    Since 2020-09-15

Branch Locations

Westmont, IL • 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
Crestline Denali Capital Oak Brook IL 10/2014 02/2020
  • 10/2014 → 02/2020
    Crestline Denali Capital
    Oak Brook, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-27
  • S65 Uniform Investment Adviser Law Examination
    2020-07-27

View on SEC IAPD

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