W.G. Nielsen & Co

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
41093
Registered since
April 24, 1997

Firm profile

FINTRX

Overview

W.G. Nielsen & Co. is organized as a corporation and has maintained SEC registration since 1997. FINTRX classifies the firm as an investment bank rather than a registered investment advisor operating as a capital allocator. The firm is indicated as individually owned. The dataset does not portray W.G. Nielsen & Co. as an active ESG investor, a multi-state adviser, a pension consultant, a newly formed adviser, or as having a related adviser relationship. The firm supplied limited public information about its business lines, client types, fee arrangements, or advisory activities. There are no disclosure details in FINTRX about manager allocations, investment mandates, or typical client profiles.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Teresa Crosier

    Teresa Crosier

    Chief Compliance OfficerCRD 1945912

Contacts

3 of 10
  • John Woodberry

    John Woodberry

    Managing DirectorCRD 2072683

  • Wayne Nielsen

    Wayne Nielsen

    President and Managing PartnerCRD 1945960

  • Michael Mazer

    Michael Mazer

    Managing DirectorCRD 4198822

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
3200 E Cherry Creek South Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth