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Jesse Lincoln Nelson

Copper Harbor Investment Advisors, LLC

Appleton, WI

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Current Employers
Copper Harbor Investment Advisors, Llc

250 North Metro Drive Suite A, Appleton, WI 54913 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-11-08
IL RA APPROVED 2021-06-09
WI RA APPROVED 2019-01-16
  • OR RA
    APPROVED
    Since 2023-11-08
  • IL RA
    APPROVED
    Since 2021-06-09
  • WI RA
    APPROVED
    Since 2019-01-16

Branch Locations

250 North Metro Drive Suite A, Appleton, WI 54913 • 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
Kerberrose Wealth Management, Llc Shawano WI 11/2016 01/2019
Associated Trust Company Na Neenah WI 05/2015 11/2016
Copper Harbor Investment Advisors, Llc Appleton WI 01/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-17
  • S65 Uniform Investment Adviser Law Examination
    2006-04-17
Designations
Other Names
  • Jesse Lincoln Frickenstein

View on SEC IAPD

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MORGAN STANLEY · APPLETON, WI
PRIVATE CLIENT SERVICES, LLC · Appleton, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · APPLETON, WI
KAMKO FINANCIAL · APPLETON, WI
ASC 401(K) MANAGEMENT · APPLETON, WI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · APPLETON, WI
CREATIVEONE SECURITIES, LLC · Appleton, WI
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