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Christine Sionia Neilson

31 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
177 clients
Average Client Portfolio
$358K average
Assets Under Management
$63.4M

Fee Structure

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Location

1636 North Logan Street, Denver, CO, 80203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christine is the owner/president of Neilson Advisory Group, Inc., offering life, health, and group health insurance, as well as CPA/tax preparation services, taking about a quarter to more than half of her time. She also owns a rental condo and is involved in investment advising, bookkeeping, and business consulting.

Employment History
Current Registrations
Investment Research CORP
February 2024 - Present · 2 yrs
World Capital Brokerage, INC.Broker
February 2024 - Present · 2 yrs
World Capital Brokerage, INC.
February 2024 - Present · 2 yrs
Previous Registrations
MML Investors Services, LLC
May 2018 - February 2024 · 5 yrs 9 mos
MML Investors Services, LLCBroker
May 2018 - February 2024 · 5 yrs 9 mos
Horace Mann Investors, INC.
February 2017 - April 2018 · 1 yr 2 mos
Horace Mann Investors, INC.Broker
February 2016 - April 2018 · 2 yrs 2 mos
United Planners' Financial Services of America a Limited PartnerBroker
June 2013 - January 2016 · 2 yrs 7 mos
Questar Asset Management, INC.
October 2008 - July 2013 · 4 yrs 9 mos
Questar Capital CorporationBroker
December 2006 - July 2013 · 6 yrs 7 mos
Usallianz Securities, INC.
January 2001 - June 2006 · 5 yrs 5 mos
Usallianz Securities, INC.Broker
October 2000 - December 2006 · 6 yrs 2 mos
Fortis Investors, INC.Broker
June 2000 - October 2000 · 4 mos
Fortis Investors, INC.Broker
August 1996 - April 2000 · 3 yrs 8 mos
Aragon Financial Services, INC.Broker
April 1995 - July 1996 · 1 yr 3 mos
Metlife Securities INC.Broker
November 1993 - March 1995 · 1 yr 4 mos
Metropolitan Life Insurance CompanyBroker
November 1993 - March 1995 · 1 yr 4 mos
State Registrations5 states
CAMONYORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.