Be advised. This firm is no longer registered.

Nelson Financial Services

Nelson Financial Services (CRD# 159342) is a financial advisory firm headquartered in Madison, WI. They manage $3,425,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6602 Grand Teton Plaza Ste 180, Madison, WI 53719
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $76,111
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Nelson Financial Services
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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