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Dane Nelson

NORTHERN EDGE WEALTH MANAGEMENT
MARQUETTE, MI 49855
CRD#: 8109578
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DN
Dane NelsonNORTHERN EDGE WEALTH MANAGEMENT

Professional summary

Dane Nelson is a registered financial advisor currently at NORTHERN EDGE WEALTH MANAGEMENT located in Marquette, Michigan.

Dane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Dane has worked at 1 firm and has passed the Series 65 and Series 66 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

December 22, 2025 - Present

NORTHERN EDGE WEALTH MANAGEMENT

Office #1: 2424 Us Highway 41 West, Marquette, MI 49855
RIA
CRD#: 338102
MARQUETTE, MI

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
Michigan
(12/22/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/12/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 7/28/2025
Uniform Combined State Law Examination

Current Firm

NE
NORTHERN EDGE WEALTH MANAGEMENT
NORTHERN EDGE WEALTH MANAGEMENT | NORTHERN EDGE WEALTH MANAGEMENT, LLC

CRD#: 338102 / SEC#: 801-134391

RIA
Registered Investment Advisory firm - (11/18/2025 120-Day Approval)
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Contact information

Main Address
2424 Us Highway 41 West, Marquette, MI 49855
Mailing Address
Phone number
(906) 228-6018
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NORTHERN EDGE WEALTH MANAGEMENT ADV PART 2A 12-01-2025 (12/1/2025)
0

Red Flags

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.

Company Information

NORTHERN EDGE WEALTH MANAGEMENT

CRD#: 338102Marquette, MI 49855

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