Nathan Russell Nelson

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 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

• 10/2013 → 03/2020
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 11/2020 → 11/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2020 → 10/2020
  Unemployed
  Scottsdale, AZ
• 10/2024 → 11/2024
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2024 → Present
  Mariner Wealth Advisors
  Overland Park, KS
• 12/2024 → Present
  Msec, Llc
  Overland Park, KS

Previous Registrations

• 2024-10-21 → 2024-12-09
  Cambridge Investment Research Advisors, Inc.
  Newport Beach, CA

Other Businesses

1) NATHAN NELSON, 1920 W. Lindner Ave, Apt 269, Mesa, AZ., 11/2020, Owner, Real Estate, NIR, 1 HR/MO, 0HR/MO Trading; Duties, this property is a Rental property. manage tenants and schedule upkeep on the property. 2) MARINER WEALTH ADVISORS, 5700 W. 112TH ST, SUITE 500, OVERLAND PARK, KS 66211; INVESTMENT RELATED; INVESTMENT ADVISOR REP; START DATE: 12/2024; 40 HRS/WK DURING SECURITIES HOURS. 3) MSEC LLC; 5700 W. 112TH ST, SUITE 500, OVERLAND PARK, KS 66211; INVESTMENT RELATED; REG REP; START DATE 12/2024; 40 HRS/WK DURING SECURITIES HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-20
• S63 Uniform Securities Agent State Law Examination
  2013-12-05

Other Names

• Nathan R Nelson