Provide customized and independent investment strategies working towards building, protecting, and transferring wealth.
James Nelsen, President
LPL Financial Advisor
Jim is the founder and president of Capital Investment Solutions, Inc. He is a graduate of Western Washington University and received his degree in Business with an emphasis in Personal Finance. Upon graduation he entered the financial services industry joining First Investors Corporation as a registered representative in 1990.
After 11 years at First Investors, Jim moved to Linsco/Private Ledger (now LPL Financial) in 2001. Jim is a registered principal, investment advisor representative (IAR), maintains several securities registrations with LPL Financial, and is also licensed in life, disability, and long-term care insurance.
Jim, his wife, and son currently reside in Renton, Washington. He enjoys golf, traveling, and is an avid Seahawks fan.
David Roberts
Operations Manager
David is the Operations Manager at Capital Investment Solutions, Inc. and joined the firm in 2007. He has more than 15 years of experience in the banking, mortgage, and finance industry. His role includes managing client services and running the day to day account and business operations.
He resides in Seattle with his wife and two children. David enjoys running, spending time with family, and traveling around the Pacific Northwest. He is a fan of the Oregon Ducks and Seattle Sounders FC.
David earned his BA (Journalism and English) at the University of Oregon and MEd (School Counseling) at Seattle Pacific University.
