Ellen Nielson

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

• 05/2014 → 03/2018
  American Savings Bank
  Honolulu, HI
• 04/2018 → Present
  American Savings Bank
  Honolulu, HI
• 04/2018 → 09/2018
  Cetera Investment Services Llc
  St Cloud, MN
• 09/2018 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 02/2020 → Present
  Cetera Investment Advisers Llc
  Honolulu, HI

Other Businesses

1) REGISTERED PLATFORM ASSOCIATE FOR AMERICAN SAVINGS BANK; SCHEDULE APPOINTMENTS, TRACK BUSINESS, ASSIST CLIENTS, PREPARE PAPERWORK, INPUT REFERRALS 2) BOARD MEMBER OF HALLA HUHM KOREAN DANCE STUDIO; VOTE TO ELECT OFFICERS AND FOUNDATION EXPENSE

Exams

• S66 Uniform Combined State Law Examination
  2020-02-10

Other Names

• Ellen Cho Nielson
• Ellen Cho