Advisor at Axient Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Axient Investment Advisors LLC
Location
Huntsville, AL 35801
Credentials
Series 66
Industry experience
8 years
Allison Nielsen is a financial advisor at Axient Investment Advisors LLC with eight years of industry experience. She holds a Series 66 designation and has worked at StoneX Securities Inc and Wells Fargo Clearing. Nielsen also assists financial advisors and clients through Eagle Creek Wealth Management, LLC. Axient Investment Advisors is an SEC-registered firm that provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm offers proprietary equity-focused portfolios, third-party money manager programs, and specialized ERISA/pension consulting and participant education.
Based on Axient Investment Advisors LLC
Based on Axient Investment Advisors LLC
Financial Planning fixed fees up to $5,000 or $10,000; Financial Consulting fixed fees up to $10,000
Negotiable up to 2.00% annually (1.50% for annuity allocations)
Commissions for insurance sales and securities sales through affiliated broker-dealer StoneX Securities Inc.
Up to $500/hour for Financial Planning and Consulting services
Account minimum: $25,000 (may be waived at discretion) Fee-only: Financial Planning: up to $5,000 fixed fee (under $10 million in assets), up to $10,000 fixed fee (over $10 million); up to $500/hour hourly rate; Financial Consulting: up to $10,000 fixed fee, up to $500/hour hourly rate
403 Madison St Se, 2 Nd Fl
Huntsville, AL 35801
Alabama
Stonex Securities Inc
2020 - Present (6 years)
StoneX Advisors Inc
2020 - 2026 (6 years)
Wells Fargo Clearing
2016 - 2020 (4 years)
WELLS FARGO Advisors, LLC
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Huntsville, AL
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ChFC®, Series 63
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KG Consulting Group, Inc.
Series 65
Huntsville, AL
LifeFirst Wealth, LLC
Series 65
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Tennessee Valley Investment Management
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