DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Nicholas Lance Seltun
Feed of 09/14/2026
Also filed as Nick Seltun
At current firm
0 y
since May 1, 2026
In the industry
19 y
since Aug 8, 2007 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Advisory Solutions Group independent RIA currentsince May 1, 2026 · Plymouth, Mn
- Cs Planning Corp independent RIAJun 28, 2021 to Jun 2, 2026 · Imperial Beach, Ca
- O'Connor Capital Advisory, LLC independent RIAJun 14, 2013 to Aug 31, 2021 · San Diego, Ca
- Charles Schwab & Co., Inc. national BDMar 30, 2009 to Apr 12, 2013 · Bellevue, Wa
Moves
a registration end followed by a registration begin elsewhere
- Cs Planning Corp to Advisory Solutions Groupleft Jun 2, 2026, registered May 1, 2026 (-32 days) · RIA to a newly registered adviser · moved with a team
- O'Connor Capital Advisory, LLC to Cs Planning Corpleft Aug 31, 2021, registered Jun 28, 2021 (-64 days) · RIA to RIA
- Charles Schwab & Co., Inc. to O'Connor Capital Advisory, LLCleft Apr 12, 2013, registered Jun 14, 2013 (63 days) · Other
Signals
- Nicholas Lance Seltun left Cs Planning Corp for Advisory Solutions Group (registered 2026-05-01)Jun 2, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address