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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-07-14 |
| WA | RA | APPROVED | 2023-01-10 |
| FL | RA | APPROVED | 2022-10-04 |
| NM | RA | APPROVED | 2022-04-06 |
| ID | RA | APPROVED | 2022-02-08 |
| MI | RA | APPROVED | 2021-08-26 |
| IA | RA | APPROVED | 2018-11-08 |
| MN | RA | APPROVED | 2018-08-10 |
| CO | RA | APPROVED | 2017-08-23 |
| OK | RA | APPROVED | 2017-08-16 |
| AZ | RA | APPROVED | 2017-08-10 |
| CA | RA | APPROVED | 2017-08-08 |
| TX | RA | APPROVED_RES | 2017-08-08 |
| WI | RA | APPROVED | 2017-08-08 |
Branch Locations
1425 W. Elliot Road Suite #102, Gilbert, AZ 85233 • United States
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Nielsen Wealth Management Group | Tempe | AZ | 03/2010 | Present |
| Dfpg Investments, Inc. | South Jordan | UT | 01/2014 | 07/2017 |
| Diversify Wealth Management | S Jordan | UT | 03/2014 | 07/2017 |
| Centaurus Financial, Inc. | Anaheim | CA | 08/2017 | Present |
1. STEVEN NIELSEN, NON-INVESTMENT RELATED, 3638 E. TREMAINE COURT, GILBERT, AZ 85234, RENTAL PROPERTY, OWNER, SINCE 3/1/2011, DEVOTED TIME IS 1 HOUR A MONTH, MANAGE THE PROPERTY. 2. ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA 92210, MARKETING FOR PROSPECTIVE CLIENTS WITH REGARDS TO DEFERRED SALES TRUST, MEMBER, SINCE 8/8/2017, DEVOTED TIME IS 8 HOURS A MONTH. 3. OWNER, NIELSEN WEALTH MANAGEMENT GROUP, LLC. 1425 W ELLIOTT RD, SUITE 102, GILBERT, AZ 85233. FOR DBA PURPOSES. 4. OWNER, GILBERT TAX PLANNING, LLC. 1425 W ELLIOTT RD, SUITE 102, GILBERT, AZ 85233. NON-INVESTMENT RELATED SINCE 2/2017 AND I SPEND APPROX. TWO HOURS PER MONTH ON THIS ACTIVITY. MANAGE EA TAX PREPARER. 5. AGENT, FIXED ANNUITIES, 1425 W. ELLIOT RD. #102. GILBERT, AZ 85233. INVESTMENT RELATED AND I SPEND APPROX. 3 HOURS PER MONTH ON THIS ACTIVITY. MEET WITH CLIENTS, EXPLAIN EIA'S. 401K PLAN GRADER, I USE SOFTWARE TO EVALUATE 401K PLANS. 6. SOFA, NON-INVESTMENT RELATED, 1425 W. ELLIOT ROAD, SUITE #102, GILBERT, AZ 85233, TEACHING SEMINARS TO THE PUBLIC IN ORER TO EDUCATE THE PUBLIC AND MAKE THEM FINANCIALLY AWARE, MEMBER, SINCE 8/31/2019, DEVOTED TIME IS 3 HOURS A MONTH, TALK WITH HR DEPARTMENTS AND SEE IF I COULD TEACH FINANCIAL AWARENESS CLASSES FOR EMPLOYEES OR TO THE PUBLIC IN GENERAL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-04 |
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