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David Neilsen II

Advisor at Cetera

Updated today

Location

Oroville, CA 95966

Credentials

Series 66

Industry experience

17 years

About

David Neilsen II is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked at Cetera since 2019 and is also the owner and principal of David Neilsen & Associates Inc., an S-corporation he established in 2014. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of investment management and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

103 Valley View Dr

Oroville, CA 95966

Most active in

California

Work history

Cetera

2023 - Present (3 years)

Cetera Wealth Services, LLC

2019 - Present (7 years)

Summit Financial Group, Inc.

2019 - 2021 (2 years)

David Neilsen & Associates Inc

2014 - Present (12 years)

Raymond James Financial Services,inc

2011 - 2019 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Arthur G

CFP®, Series 66

Oroville, CA

Atlas Financial Advisors, Inc.

Arthur Garcia is a CFP® with 20 years of industry experience, currently serving as an investment adviser representative at Atlas Financial Advisors, Inc. in Oroville, CA. He has been with Atlas Financial Advisors since 2012 and also holds a position as an insurance agent at Atlas Health Insurance Solutions. Atlas Financial Advisors provides investment supervisory services, financial planning, and pension consulting primarily to individual clients and retirement/profit-sharing plans. The firm’s approach includes fundamental, technical, and cyclical analysis, utilizing both long- and short-term trading strategies, and offers additional services such as a subscription-based newsletter and public educational seminars.

College savings (529s, UTMA, etc.) Debt management Annuities
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Darin G

Series 63, Series 66

Oroville, CA

Ameritas Advisory Services, LLC

Darin Gilb is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Edward Jones for 17 years before joining Ameritas in 2022. Outside of financial services, he owns Darin Gilb Woodworks, a business creating and selling handmade wood products such as cutting boards and tables. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Kent T

Series 63, Series 66

Oroville, CA

Ameritas Advisory Services, LLC

Kent Teixeira is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with various Ameritas entities since 2000 and is an inventor of a product for outdoor landscape use. Additionally, he serves as a volunteer board member with NAIFA - CA. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with at least annual client reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired

Lisa R

Series 66

Oroville, CA

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management

Alexis G

Series 66

Oroville, CA

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Jarold S

Series 63, Series 66

Oroville, CA

Ameriprise

Jarold Stokes is a financial advisor with Ameriprise in Oroville, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at LPL Financial for 11 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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