Nelson Financial Services

Overview

Nelson Financial Services is an independent registered investment adviser organized as a limited liability company in Wisconsin. The firm is privately owned by an individual and focuses on fee-based portfolio management for individuals and small businesses, charging a percentage of assets under management. Its client base is composed primarily of individual and family clients. The adviser does not position itself as an active ESG investor, does not function as a capital allocator, and is not set up as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices