Lori A Nelson
Chief Financial OfficerAlliance Investment Management, LLCCRD 7709203
About Lori A Nelson
Lori A Nelson is listed as Chief Financial Officer at Alliance Investment Management, LLC in Jenison, MI. Form ADV reports a beneficial ownership band of Under 5%. Lori A Nelson is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Alliance Investment Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lori A Nelson work?
Lori A Nelson is listed as Chief Financial Officer at Alliance Investment Management, LLC on SEC Form ADV.
How much of Alliance Investment Management, LLC does Lori A Nelson own?
Form ADV reports a beneficial ownership band of Under 5%.
Alliance Investment Management, LLC
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Alliance Investment Management, LLC
| Title | Co-Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2005 |