Investment adviser representative · Northern Edge Wealth Management
Dane Nelson
CRD 8109578 · Marquette, MI
At a glance
Dane Nelson is an investment adviser representative with Northern Edge Wealth Management in Marquette, MI, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Northern Edge Wealth ManagementSince December 2025Marquette, MI · $247M in regulatory assets
SEC adviser record
- Registered since
- 2025
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Dane’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.