Dana B. Nelson

TRUETIDE WEALTH

Lafayette, CA

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CRD#: 4947100

Professional summary

Dana Brandon Nelson is a registered financial advisor currently at TRUETIDE WEALTH located in Lafayette, California.

Dana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Dana has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Dana Nelson is registered as an Investment Adviser Representative with Bell Investment Advisors Inc. where he provides consulting to Investment Adviser Representatives of the RIA and does not have contact with clients of Bell Investment Advisors Inc. This activity accounts for approximately 5-15% of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dana Brandon Nelson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 18, 2022 - Present

TRUETIDE WEALTH

RIA

CRD#: 306312

Lafayette, CA

Past

January 2, 2020 - December 31, 2021

TRUETIDE WEALTH

RIA

CRD#: 306312

LAFAYETTE, CA

Past

April 15, 2005 - May 29, 2025

BELL INVESTMENT ADVISORS INC

RIA

CRD#: 108383

OAKLAND, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/18/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/12/2003

Uniform Investment Adviser Law Examination

Current Firm

TRUETIDE WEALTH

TRUETIDE WEALTH | TRUETIDE WEALTH, LLC.

CRD#: 306312 / SEC#:

California

Registered Investment Advisory firm - (1/18/2022 Approved)

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Contact information

Main Address

Lafayette, CA

Mailing Address

Phone number

(925) 330-2989

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Dana B. Nelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dana Brandon Nelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUETIDE WEALTH

TRUETIDE WEALTH

BELL INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/12/2003

Current Firm

TRUETIDE WEALTH

Contact information

Documents

Red Flags

Company Information

TRUETIDE WEALTH

TRUST BUT VERIFY

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