Owner And CcoServo Wealth Management LLCCRD 3132084
About Eric Daniel Nelson
Eric Daniel Nelson is listed as Owner And Cco at Servo Wealth Management LLC in Oklahoma City, OK. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Servo Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Eric Daniel Nelson work?
Eric Daniel Nelson is listed as Owner And Cco at Servo Wealth Management LLC on SEC Form ADV.
How much of Servo Wealth Management LLC does Eric Daniel Nelson own?
Form ADV reports a beneficial ownership band of Over 75%.