About Us

Nelson Securities, Inc. is a full-service Broker/Dealer and Registered Investment Advisor registered with the U.S. Securities and Exchange Commission. We are headquartered in the Pacific Northwest offering a vast array of investment services to both individuals and institutions on a national basis.

Founded in 1983 by Robert O. Nelson (1945 -2017), Nelson Securities prides itself in its ability to help investors identify and achieve their investment goals. Whether you are looking for full-time investment management, assistance in managing your own portfolio, tax-advantaged investments, or risk protection in the form of term-life and/or long-term care insurance, a financial advisor is ready to answer your questions.

While headquartered in Spokane, WA, we have a branch office in San Diego, CA and are registered for securities transactions (mutual funds, ETFs and stocks), investment advisory services, variable annuities and insurance in most states across the country. ( See list of licenses )

Our web site is an extension of our customer service and not a substitute. Every client of Nelson Securities has a personal financial advisor who conducts regular reviews to ensure your investment portfolio and insurance coverage stay consistent with your objectives and risk management needs. Individual and institutional investors have placed more than $300 million dollars (As of 6/30/2023) with Nelson Securities, Inc. 

These days, the financial markets are increasingly complex and having an ally you can depend on in the good times and the difficult, is vitally important. We welcome the opportunity to help you succeed in your financial journey.

Feel free to contact any of our offices for information or service.