Nelson Robert Matzen is an investment adviser representative (IAR) with state registration records since 2016, appearing at 7 firms. Currently registered with FORVIS MAZARS WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FORVIS MAZARS WEALTH ADVISORS, LLC | 2026-01-14 | present | Yes |
| HSBC SECURITIES (USA) INC. | 2025-02-28 | 2026-01-02 | — |
| AVANTAX ADVISORY SERVICES | 2020-12-17 | 2025-01-24 | — |
| MARINER, LLC | 2019-06-10 | 2020-12-01 | — |
| PLAND FINANCIAL | 2019-01-16 | 2019-05-31 | — |
| PLAND FINANCIAL | 2018-10-18 | 2018-12-31 | — |
| AVANTAX ADVISORY SERVICES | 2016-12-12 | 2018-07-02 | — |
| BRIGHT WEALTH MANAGEMENT, LLC | 2016-05-20 | 2016-11-17 | — |
| LOWELL & COMPANY, INC. | 2016-01-01 | 2016-05-06 | — |