Keller Nelson
Wealth Analyst at AdvicePeriod | Logan, Utah, United States
Keller Nelson’s Email & Phone Number
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Keller Nelson serves as a UHNW Wealth Analyst at AdvicePeriod, where he applies his education from Brigham Young University-Idaho to assist high-net-worth clients in navigating complex financial decisions. Operating within the financial services industry from Logan, Utah, he partners with the firm's advisory network to deliver objective investment guidance and structured legacy planning. His day-to-day work focuses on evaluating how specific life events and market opportunities impact overall portfolio health so clients can preserve and grow their wealth across generations.
BEST APPROACH TO REACH Keller Nelson
Contact him through personal email with a brief, value-focused introduction that references his ultra-high-net-worth client focus and proposes a short call to discuss how your service could integrate into their existing wealth planning workflow.
Wealth Analyst at AdvicePeriod in January 2025 - Present
Reporting Analyst UHNW at AdvicePeriod in June 2023 - December 2024
Financial Advisor at Northwestern Mutual in December 2021 - June 2023
Financial Representative at Northwestern Mutual in April 2021 - December 2021
Brigham Young University - Idaho, Bachelor of Science (BS) - Finance
At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow and keep more of their wealth over time. By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals, and shape their legacy for generations to come. This is how wealth management is going to evolve. This is AdvicePeriod. AdvicePeriod is a brand utilized by Mariner, LLC and Mariner Platform Solutions. Investment advisory services are offered through Investment Adviser Representatives (“IARs”) registered with Mariner, LLC or Mariner Platform Solutions each an SEC registered investment adviser. For additional information about including fees and services refer to each entity’s Form ADV Part 2A. Registration of an investment adviser does not imply a certain level of skill or training.
Discover more about AdvicePeriod
Financial planner | Focused on helping individuals understand & optimize their financial life.
AdvicePeriod is a brand utilized by Mariner Platform Solutions (“MPS”). Investment advisory services are offered through Investment Adviser Representatives (“IARs”) registered with MPS, an SEC registered investment adviser.
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AdvicePeriod is a brand utilized by Mariner Platform Solutions (“MPS”). Investment advisory services are offered through Investment Adviser Representatives (“IARs”) registered with MPS, an SEC registered investment adviser.
Senior Client Advisor and Client Relationship Manager at AdvicePeriod
Wealth management services. At AdvicePeriod we value simplicity and accountability. And, as planners first, you can expect clear insight that enables you to keep more of your wealth, so you can provide for you, your family, and for future generations.
What is Keller Nelson email address?
Email Keller Nelson at [email protected] and [email protected]. This email is the most updated Keller Nelson's email found in 2026.
What is Keller Nelson phone number?
Keller Nelson phone number is 2282177476.
How to contact Keller Nelson?
To contact Keller Nelson send an email to [email protected] or [email protected]. If you want to call Keller Nelson try calling on 2282177476.
What company does Keller Nelson work for?
Keller Nelson works for AdvicePeriod.
What is Keller Nelson's role at AdvicePeriod?
Keller Nelson is Wealth Analyst
What industry does Keller Nelson work in?
Keller Nelson works in the Financial Services industry.
