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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. 

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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.

Contact

1512 Lake Air Drive

Suite 110

Waco, TX   76710-2973 

254.741.1005

All Investment Advisory Services are provided by Waterloo Capital d/b/a Hap Nielsen Investments, an SEC Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or expertise. Hap Nielsen Investments is not affiliated with Waterloo Capital. Additional information about Waterloo Capital d/b/a Hap Nielsen Investments, is available in its current disclosure documents, Form ADV Part 1A, and Form ADV Part 2A Brochure, and Client Relationship Summary, which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov. Waterloo Capital does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.

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