# Nelson Robert Matzen

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.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FORVIS MAZARS WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/110905) | 2026-01-14 | present | Yes |
| [HSBC SECURITIES (USA) INC.](https://search.stillhousedata.com/firm/19585) | 2025-02-28 | 2026-01-02 | — |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2020-12-17 | 2025-01-24 | — |
| [MARINER, LLC](https://search.stillhousedata.com/firm/140195) | 2019-06-10 | 2020-12-01 | — |
| [PLAND FINANCIAL](https://search.stillhousedata.com/firm/297702) | 2019-01-16 | 2019-05-31 | — |
| [PLAND FINANCIAL](https://search.stillhousedata.com/firm/297702) | 2018-10-18 | 2018-12-31 | — |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2016-12-12 | 2018-07-02 | — |
| [BRIGHT WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/169771) | 2016-05-20 | 2016-11-17 | — |
| [LOWELL & COMPANY, INC.](https://search.stillhousedata.com/firm/24913) | 2016-01-01 | 2016-05-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6470604)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6470604.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.