Advisor at Toptier Wealth Management
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Austin Nelson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Toptier Wealth Management since 2018. Prior to joining Toptier, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2018. Toptier Wealth Management advises individual and high-net-worth clients, providing financial planning, wealth management, and discretionary portfolio management services. The firm manages approximately $175 million in discretionary assets and employs model portfolios primarily constructed with mutual funds and ETFs, incorporating fundamental analysis and Modern Portfolio Theory.
Based on Toptier Wealth Management
Based on Toptier Wealth Management
Account minimum: $5,000 minimum annual fee (negotiable) Minimum fee: Minimum annual fee of $5,000 ($1,250 per quarter), negotiable Fee-only: Annual portfolio management fee up to 1.00% of assets under management, billed quarterly in advance. Fees are negotiable.
Muskego, WI
Florida · Michigan · Texas · Wisconsin
Toptier Wealth Management
2018 - Present (8 years)
Cambridge Investment Research Advisors
2016 - 2018 (2 years)
Cambridge Investment Research, Inc.
2016 - 2016 (1 year)
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Bank
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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
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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.
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
ChFC®, Series 63, Series 66
Muskego, WI
Selerski Asset Management, LLC
Series 66
Waterford, WI
FIAT LUX Capital Management
CFP®
Milwaukee, WI
Hilltop Financial Advisors
CFA®
Milwaukee, WI
Magis Management, LLC
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