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
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Nelson Financial Services
Showing 1 - 1 of 1 top financial advisors.
Scott B. Nelson
CRD#: 4173996
6602 Grand Teton Plaza Ste 180, Madison, WI 53719

Scott Nelson (CRD# 4173996) is an Investment Advisor Representative working at Nelson Financial Services in Madison, WI and has over 17 years of experience in the finance industry.

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