NELSON FINANCIAL SERVICES

NELSON FINANCIAL SERVICES is an SEC-registered investment adviser (CRD 328297). Regulatory assets under management: $5.8M.

Registration

• CRD: 328297
• Type: Registered investment adviser
• Phone: (608) 575-0885
• Latest filing: 2026-02-19
• Regulatory AUM: $5.8M
• Discretionary AUM: $5.8M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM.

Clients served: 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 328297 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search