STEVEN C. NELSON, CFP

STEVEN C. NELSON, CFP is an SEC-registered investment adviser (CRD 130218). Regulatory assets under management: $1.7M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 130218
• Type: Registered investment adviser
• Phone: 615-483-4101
• Latest filing: 2026-03-23
• Regulatory AUM: $1.7M
• Discretionary AUM: $1.7M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130218 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search