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Joshua Paul Nelson

Keystone Financial Services

Loveland, CO

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Current Employers
Keystone Financial Services

4090 Clydesdale Pkwy Suite 201, Loveland, CO 80538 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2020-12-03
TX RA APPROVED 2020-12-03
  • CO RA
    APPROVED
    Since 2020-12-03
  • TX RA
    APPROVED
    Since 2020-12-03

Branch Locations

4090 Clydesdale Pkwy Suite 201, Loveland, CO 80538 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Loveland CO 12/2010 01/2017
Cwm, Llc Loveland CO 05/2016 12/2020
Cetera Advisor Networks Llc El Segundo CA 01/2017 05/2019
Keystone Financial Services Loveland CO 12/2010 Present
Previous Registrations
  • 2016-05-26 → 2021-01-26
    Cwm, Llc
    Loveland, CO
    Loveland, CO
  • 2017-01-17 → 2019-05-01
    Cetera Wealth Services, Llc
    Loveland, CO
  • 2014-04-17 → 2016-05-27
    Western Wealth Management Llc
    Golden, CO
    Loveland, CO
  • 2010-12-16 → 2015-10-30
    Lpl Financial Llc
    Loveland, CO
    Loveland, CO
    Golden, CO
  • 2005-03-29 → 2010-12-23
    Addison Avenue Financial Partners, Llc
    Loveland, CO
    Fort Collins, CO
    Rocklin, CA
    Loveland, CO
  • 2001-04-25 → 2006-12-01
    Cuso Financial Services, L.P.
    Ft. Collins, CO
    Loveland, CO
    Loveland, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-05-30
S63 Uniform Securities Agent State Law Examination 1999-07-30
  • S65 Uniform Investment Adviser Law Examination
    2000-05-30
  • S63 Uniform Securities Agent State Law Examination
    1999-07-30
Designations
Other Names
  • Josh Nelson

View on SEC IAPD

Other Firms

THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
MONEY CONCEPTS CAPITAL CORP
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

GENE LEE ELDER
ANDREW PAUL FLANSCHA
JEFFREY ALAN LOSH
Megan Joyce Van Dorin
Brandi Lee Kroese
Elizabeth Yenni
Amy Lou Hloucal
KRISTINA LYNN PEACH

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · LOVELAND, CO
OSAIC WEALTH, INC. · Loveland, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · Loveland, CO
THRIVENT INVESTMENT MANAGEMENT INC. · Loveland, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOVELAND, CO
EDWARD JONES · LOVELAND, CO
LPL FINANCIAL LLC · LOVELAND, CO
LPL FINANCIAL LLC · LOVELAND, CO

More in Loveland, CO

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