Eric Nelson has been Owner and CCO of Servo Wealth Management since January 2012, is a control person of the firm and directly owns 75% or more of it.
Servo Wealth Management LLC is an Oklahoma City, OK firm with $174M under management, 89 clients and 1 adviser in one office, as of its March 2026 filing.
Eric Nelson’s longest registration is the current one, 14 years at Servo Wealth Management since 2012. Before joining Servo Wealth Management in 2012, Eric Nelson was registered through Equius Partners, Inc. and Burns Advisory Group.
- Wealth Enhancement Advisory Services, LLCAlso current– present · under a yearOklahoma City, OK · Adviser representative · Firm CRD 116407
- Servo Wealth Management LLCCurrent– present · 14 yearsOklahoma City, OK · Adviser representative · Firm CRD 159367
- Equius Partners, Inc.– · 2 yearsNovato, CA · Adviser representative · Firm CRD 110450
- Burns Advisory Group– · under a yearOklahoma City, OK · Adviser representative · Firm CRD 130475
- Charles Schwab & Co., Inc.– · 5 yearsOklahoma City, OK · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Eric Nelson is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from January 2012; the most recent is Texas, in August 2026.
- OklahomaSince 23 February 2012
- TexasSince 24 January 2012
- TexasResidentSince 17 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 18 June 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 December 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 November 1998 |
| Series 7 | General Securities Representative Examination | 12 November 1998 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 3132084
- Firm
- Servo Wealth Management · CRD 159367
- Role
- Owner and CCO
- Office
- 1000 W WILSHIRE, STE 315, Oklahoma City, OK 73116
- Registration
- Investment adviser registration
- In the industry since
- December 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Eric Nelson work?
Eric Nelson has been Owner and CCO of Servo Wealth Management LLC since January 2012, and is a control person of the firm.
Is Eric Nelson a financial advisor?
Yes. Eric Nelson has a current investment-adviser registration in Oklahoma, Texas and Texas, through Servo Wealth Management since January 2012.
How many years of experience does Eric Nelson have?
Eric Nelson has 23 years in the financial industry, since December 2002, across 5 adviser firms.
What exams has Eric Nelson passed?
Eric Nelson has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in November 1998.
Where did Eric Nelson work before Servo Wealth Management?
Before Servo Wealth Management, Eric Nelson was registered through Equius Partners, Inc., February 2009 to January 2012; Burns Advisory Group, March 2008 to February 2009; Charles Schwab & Co., Inc., August 2002 to December 2007.
Where is Eric Nelson based?
Eric Nelson’s registered office is in Oklahoma City, OK.
Is Eric Nelson registered with FINRA?
No. Eric Nelson has no current broker registration.
How can I verify Eric Nelson’s record?
Search CRD 3132084 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Nelson’s full registration record.