Dennis E Nelson

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 12/1998 → 03/2019
  Denco Consulting Group
  Marblehead, MA
• 03/2002 → 03/2019
  Sigma Planning Corp
  Marblehead, MA
• 08/2014 → 04/2019
  Parkland Securities Llc
  Ann Arbor, MI
• 04/2019 → 01/2026
  Edward Jones
  St Louis, MO
• 02/2026 → Present
  Lincoln Investment
  Fort Washington, PA

Previous Registrations

• 2019-04-30 → 2026-01-09
  Edward Jones
  Marblehead, MA
• 2002-02-22 → 2019-04-26
  Spc
  Marblehead, MA
  Ann Arbor, MI
  Marblehead, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  1979-07-14

Designations

• Certified Financial Planner

Other Names

• Dennis Eugene Nelson