Dane Nelson has been an investment adviser representative at Northern Edge Wealth Management since December 2025, and is not listed among the firm’s executive officers or direct owners. Dane Nelson studied at Northern Michigan University.
Northern Edge Wealth Management, LLC is a Marquette, MI firm with $247M under management, 551 clients and 4 advisers in one office, as of its March 2026 filing.
Dane Nelson is Financial Advisor of Northern Edge Wealth Management. He was born and raised in Ishpeming and has over 18 years of experience in banking, commercial finance, and executive financial staffing.
- – present · under a yearMarquette, MI · Adviser representative · Firm CRD 338102
Investment adviser representative registrations
Dane Nelson is registered as an investment adviser representative in Michigan, since December 2025.
- MichiganSince 22 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 December 2025 |
| Series 66 | Uniform Combined State Law Examination | 28 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- CRD
- 8109578
- Firm
- Northern Edge Wealth Management · CRD 338102
- Office
- 2424 US HIGHWAY 41 WEST, Marquette, MI 49855
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- northernedgewealth.com
Where does Dane Nelson work?
Dane Nelson is an investment adviser representative registered through Northern Edge Wealth Management, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Dane Nelson a financial advisor?
Yes. Dane Nelson has a current investment-adviser registration in Michigan, through Northern Edge Wealth Management since December 2025.
How many years of experience does Dane Nelson have?
Dane Nelson has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Dane Nelson passed?
Dane Nelson has passed 2 licensing exams: the Series 66 and Series 65. The earliest, the Series 66, was passed in July 2025.
Where is Dane Nelson based?
Dane Nelson’s registered office is in Marquette, MI.
Is Dane Nelson registered with FINRA?
No. Dane Nelson has no current broker registration.
How can I verify Dane Nelson’s record?
Search CRD 8109578 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dane Nelson’s full registration record.
