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Middleton, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2023-09-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Springfield | MA | 03/2000 | 06/2018 |
| Amerus | Des Moines | IA | 12/2002 | 06/2018 |
| Nelson Financial Services | Madison | WI | 08/2003 | 06/2018 |
| Wea Member Benefits | Madison | WI | 02/2018 | 06/2021 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 06/2021 | 08/2023 |
| Nelson Financial Services, Llc | Middleton | WI | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-10 |
| S65 | Uniform Investment Adviser Law Examination | 2003-06-10 |
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