Robert Henry Nelson

Employer firm

Retirement And Wealth At Alliant, LLC CRD 167970

$7.37B regulatory AUM 1,000 advisory clients

Reported services (Item 5G)

• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2014 → 07/2019
  Prudential Insurance Company Of America
  Suwannee, GA
• 09/2014 → 07/2019
  Prudential Investment Management Services, Llc
  Suwannee, GA
• 03/2020 → 12/2020
  Fidelity Brokerage Services Llc
  Westlake, TX
• 11/2019 → 02/2020
  Pwc
  Atlanta, GA
• 07/2019 → 11/2019
  Unemployed
  Atlanta, GA
• 01/2021 → 02/2022
  Hauser Retirement Solutions, Llc
  Cincinnati, OH
• 02/2022 → Present
  Alliant Retirement Consulting
  Alpharetta, GA
• 03/2022 → 07/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2022 → Present
  Alliant Insurance Services
  Alpharetta, GA
• 11/2024 → Present
  Robert Nelson (Sole Proprietor),
  Suwanee, GA
• 07/2025 → Present
  Osaic Wealth, Inc.
  New York, NY

Previous Registrations

• 2021-04-01 → 2022-02-11
  Hauser Retirement Solutions, Llc
  Suwanne, GA
• 2022-02-02 → 2022-02-11
  Hauser Retirement Solutions 2 Llc
  Suwannee, GA

Other Businesses

1.NAME OF OTHER BUSINESS: ALLIANT RETIREMENT CONSULTING INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY POSITION/TITLE/RELATIONSHIP: ACCOUNT EXECUTIVE START DATE: 04/2022 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: CONSULTING AND MANAGING RELATIONSHIPS FOR COMPANIES ON THEIR CORPORATE RETIREMENT PLANS 2. NAME OF OTHER BUSINESS: ALLIANT INSURANCE SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2022 POSITION/TITLE/RELATIONSHIP: ACCOUNT EXECUTIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: ACCOUNT EXECUTIVE/RELATIONSHIP MANAGER, ASSISTING CORPORATIONS WITH THE PLAN DESIGN OF THEIR RETIREMENT PLANS. 3. NAME OF OTHER BUSINESS: ALLIANT RETIREMENT CONSULTING INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2022 POSITION/TITLE/RELATIONSHIP: ACCOUNT EXECUTIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: RETIREMENT PLAN CONSULTING, ASSISTING CORPORATE ENTITIES WITH ADMINISTRATION AND COMPLIANCE OF THEIR RETIREMENT PLANS. 4. NAME OF OTHER BUSINESS: ROBERT NELSON (SOLE PROPRIETOR), INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: REAL ESTATE, START DATE: 11/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: BUY TAX LIENS ON PROPERTIES IN OCONEE COUNTY, SC;

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-01
• S63 Uniform Securities Agent State Law Examination
  1998-09-04

Other Names

• Robert H Nelson
• Robert Henry Nelson
• Robert Henry Nelson