Max Nelson
Advisor at BN Investment, LLC
Updated today
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
BN Investment, LLC
Location
Amazonia, MO
Credentials
Series 63, Series 65
Industry experience
23 years
About
Max Nelson is the sole advisor at BN Investment, LLC, an independent firm based in Amazonia, Missouri. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Nelson has led BN Investment since 2012. BN Investment, LLC provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on U.S.-listed equities, ETFs, and related derivatives. The firm employs a combination of fundamental and technical analysis, routinely uses options and derivatives for income generation and risk management, and applies margin and intraday trading techniques within managed accounts.
Fee options
$0+: 2% annually prorated daily (1.37% daily rate) Qualified clients+: 10% performance fee on net gains annually
10% of net increase in account value annually for qualified clients
Account minimum: $25,000.00 Fee-only: 2% annually prorated daily on assets under management; 10% performance fee on net gains for qualified clients
Location
Amazonia, MO
Most active in
Max N has reported serving >5 clients in these states in the last 12 months.
Missouri · Texas
Work history
BN Investment LLC
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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