Mei-lyn Nelson, financial advisor Brookfield WI
96 score

Mei-lyn Nelson

CRD Number: 1411230
Current Firm: Next Financial Group, Inc.

Mei-lyn Nelson (CRD# 1411230) is an Investment Advisor Representative working at Next Financial Group, Inc. in Brookfield, WI and has over 29 years of experience in the finance industry. Mei-lyn Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Next Financial Group Inc. Brookfield, WI May 2009 - Current 7
Nelson Financiall Group Inc. Brookfield, WI Feb 1999 - Current 17
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - May 2009 < 1
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1986
Contact Info for Mei-lyn Nelson
Phone Number: 713-789-7122
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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