Theodore William Nielsen
Professional Summary
Theodore William Nielsen is a registered financial advisor currently at ARROW ALLIANCE located in Franklin, Tennessee. Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Theodore has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
Years of Experience
9 years in the financial services industry
Current & Past Employments
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
Current Firm
ARROW ALLIANCE | ARROW ALLIANCE, LLC
Contact Information
Main Address
6700 Tower Circle Suite 360, Franklin, TN 37067Mailing Address
Po Box 58374, Nashville, TN 37205Phone Number
(615) 761-9430# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
129AUM (Assets Under Management)
$54,572,430Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | Cover Page | Report |
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
State Registrations and Notice Filings
(4/20/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Theodore William Nielsen's CRS (Customer Relationship Summary).
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
