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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-1998
- Office Locations
- 1
Office Locations
About Freya Financial Services
Freya Financial Services is a fee-only RIA providing holistic financial life planning and investment management for retail clients. CFP owner Linda Colleen Nelson builds goal-based portfolios focused on asset allocation and risk management, using mutual funds and ETFs. The practice uses eMoney and primarily custodies at Schwab and Fidelity.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on January 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
LINDA COLLEEN NELSON
Certified Financial Planner, Owner
- CRD
- #872307
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $25,129,000 | -- |
| Total | $25,129,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Freya Financial Services has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.