Mark Nelson
Director of Product Strategy
mark.nelson@bridgeport.financial
Mark Nelson is Director of Product Strategy for BridgePort Financial Solutions (BridgePort). In his role, Mark is responsible for delivering and maintaining a comprehensive platform for integrating and scaling financial advisory business.
Mark joined BridgePort in 2023 and has more than 15 years of experience in the financial services industry, including over two years honing his expertise at Cambridge Investment Research, Inc. and more than a decade at Principal. Mark earned a Master of Business Administration from the University of Iowa with a finance emphasis. He holds the FINRA Series 7 and 66 licenses.
BridgePort Financial Solutions, LLC is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. BridgePort provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. All written content is for informational purposes only. Clients should consult their advisor with regard to any questions they may have. Past performance does not guarantee future performance. Independent advice should be sought in all cases.
Copyright © 2024 BridgePort Financial Solutions. All rights reserved.