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Nathan Eric Nielsen

Mission Financial Planning, Inc.

Mission, KS

Richmond, VA

CRD 7386165

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Employer firm

Mission Financial Planning, Inc. CRD 154469

117 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Pension consulting
  • LIMITED ASSISTANCE WITH FINANCIAL ACCOUNTING OR REPORTING

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

Current Employers
Mission Financial Planning, Inc.

5410 W. 61St Place Ste. 100, Mission, KS 66205 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-06
  • VA RA
    APPROVED
    Since 2025-10-06

Branch Locations

5410 W. 61St Place Ste. 100, Mission, KS 66205 • United States

Richmond, VA • 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
Ameriprise Financial Services, Llc Glen Allen VA 05/2021 01/2024
Nate Nielsen Llc Richmond VA 05/2020 08/2021
Snagajob Glen Allen VA 09/2019 01/2021
Snagajob Glen Allen VA 11/2017 08/2019
Snagajob Glen Allen VA 10/2015 10/2017
Mission Financial Planning, Inc. Richmond VA 01/2025 Present
Charesse J Hagan Houston TX 01/2024 05/2025
  • 05/2021 → 01/2024
    Ameriprise Financial Services, Llc
    Glen Allen, VA
  • 05/2020 → 08/2021
    Nate Nielsen Llc
    Richmond, VA
  • 09/2019 → 01/2021
    Snagajob
    Glen Allen, VA
  • 11/2017 → 08/2019
    Snagajob
    Glen Allen, VA
  • 10/2015 → 10/2017
    Snagajob
    Glen Allen, VA
  • 01/2025 → Present
    Mission Financial Planning, Inc.
    Richmond, VA
  • 01/2024 → 05/2025
    Charesse J Hagan
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-22
  • S66 Uniform Combined State Law Examination
    2022-07-22
Other Names
  • Nate Nielsen
  • Nathan Nielsen

View on SEC IAPD

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Nearby Investors

BARRY EUGENE KOSTER
MATTHEW DWAYNE ISON
NATHANIEL TIMOTHY SOULIS

Nearby Offices

KORNITZER CAPITAL MANAGEMENT, INC. · MISSION, KS
KORNITZER CAPITAL MANAGEMENT, INC. · MISSION, KS
KORNITZER CAPITAL MANAGEMENT, INC. · SHAWNEE MISSION, KS

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