Gregory Michael Nelson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2000 → 09/2025
  Shelgren Financial Group
  Tacoma, WA
• 01/2009 → 09/2025
  Lincoln Investment Planning
  University Place, WA
• 09/2025 → Present
  Lpl Financial
  University Place, WA

Previous Registrations

• 2009-01-02 → 2025-09-10
  Lincoln Investment
  University Place, WA
  Union, KY
  Fort Washington, PA
  Marlton, NJ
• 2021-01-20 → 2025-09-10
  Capital Analysts
  University Place, WA
• 2001-06-28 → 2009-07-29
  Shelgren Financial Group, Inc.
  Renton, WA

Other Businesses

1. 07/2025 - Chambers Bay Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 4 Hrs/Mth - 1 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 09/02/2025 2. 07/2025 - Real Estate Rental - Real Estate Rental - Investment Related - 0 Hrs/Mth -0 Hrs During Trading - University Place, WA 98467 - OBA Start Date: 05/01/2014 3. 11/20/2025 - Chambers Bay Wealth Management - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 09/08/2025 - 5 hours per month/ 1 hour during trading

Exams

• S66 Uniform Combined State Law Examination
  2001-02-15

Other Names

• Greg Michael Nelson