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Amy Louise Nelson

Vantage Wealth Planning

Reno, NV

CRD 8001517

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Employer firm

Vantage Wealth Planning CRD 173929

$265M regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Vantage Wealth Planning

3748 Lakeside Dr. Suite 100, Reno, NV 89509 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2024-10-30
  • NV RA
    APPROVED
    Since 2024-10-30

Branch Locations

3748 Lakeside Dr. Suite 100, Reno, NV 89509 • 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
Vantage Wealth Planning Reno NV 07/2021 Present
University Of Nevada, Reno Reno NV 07/2013 06/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-16
  • S65 Uniform Investment Adviser Law Examination
    2024-10-16

View on SEC IAPD

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Nearby Investors

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ANGEL MARIE SANDOVAL
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Nearby Offices

MORGAN STANLEY · Reno, NV
EDWARD JONES · RENO, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV

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