Clinton Cameron Coldren, CFP^®

Financial Planner

LPL Financial

8558 LA-23, Suite 1
Belle Chasse, LA 70037

FINANCIAL ADVISOR'S WEBSITE

https://www.nielseninvestments.net/

(504) 919-1097 CONNECT WITH Clinton

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Fee based investment management and planning. Variable billing for consultation on financial topics.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Business Website

General

Clinton Coldren is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Belle Chasse, LA and the surrounding communities.

Financial Advisor Overview

An ideal client for myself is an individual who is willing to work as a team and be an open book. Having an in depth knowledge of my clients lives, not just finances, allows me to better serve them in whatever their goals may be. I find that a high level of knowledge and trust between myself and my clients can create consistently more positive outcomes not just financially, but emotionally as well.

Financial Advisor Experience

I have been working in the financial services industry since 2017. I am series 7, series 66, and Louisiana Life/Health/Disability Insurance licensed. I also hold my CFP certification. My primary niche is high net worth individuals and/or business owners. But I am absolutely willing to work with individuals without substantial assets.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: Louisiana
Health/disability insurance: Louisiana
Fixed annuities: Louisiana

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Corporate Finance, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances