Investment Advisory Representative
Hap Nielsen Investments is a fiduciary. Accordingly, Hap Nielsen Investments is both legally and ethically bound to work in the best interest of its clients. Hap Nielsen Investments does not sell commission products, but instead, it charges a fee, as a percentage, on clients' assets under management. Thus, the firm does better only when the client does better.
Hap Nielsen Investments focuses on three key stages of life - accumulation, retirement and legacy. Feel free to arrange a meeting to discuss your needs and desires with no obligation, at no cost. An initial discovery meeting allows you to communicate what you are looking to achieve and to decide if you wish to move forward with the process. If so, we continue with further discovery, leading to proposed strategies, refinement and decision making
Team
Dedication. Expertise. Passion.
Investment Advisor
Hap Nielsen
With twenty-eight years of experience in the investment industry, Hap Nielsen has built a reputation for helping clients achieve their financial goals with clarity and confidence.
Marketing Director
Nicole Nielsen
Nicole is the Marketing Director at Hap Nielsen Investments who oversees campaigns, brand strategy, and digital outreach.
Office Administrator
Lesley Nielsen
Lesley serves as Office Administrator at Hap Nielsen Investments where she oversees office operations, ensuring a smooth and efficient workspace.
Waterloo Capital
Waterloo Capital is a SEC registered investment advisory firm and fiduciary always acts in the best interest of their clients. As the RIA for its firms, Waterloo Capital offers robust portfolio management, trading, reporting, and administrative support designed to ensure consistency and efficiency. To learn more, please visit the website below.
