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Est. 2026The front page of wealth managementNew York

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Chief Financial Officer · Alliance Investment Management, LLC

Lori A. Nelson

CRD 7709203 · Named on Form ADV at one SEC-registered adviser

At a glance

Alliance Investment Management, LLC, an SEC-registered wealth manager based in Jenison, MI with $207 million in regulatory assets, lists Lori A. Nelson on its Form ADV as Chief Financial Officer.

Firms and roles

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Lori’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Thor W. NelsonChief Compliance Officer, Alliance Investment Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lori’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.