Kristin A Kalley

Current Employers

Nelson Advisory Services, Inc.

423 Country Club Dr., Winter Park, FL 32789 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-01-09

FL RA
APPROVED

Since 2026-01-09

Branch Locations

423 Country Club Dr., Winter Park, FL 32789 • 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

Organization	City	State	From	To
Rsm Us Llp	Orlando	FL	11/2016	02/2019
Nelson Investment Planning Services, Inc	Winter Park	FL	02/2019	Present
Nelson Ivest Brokerage Services, Inc	Winter Park	FL	02/2019	Present
Nelson Advisory Services, Inc.	Winter Park	FL	07/2025	Present

11/2016 → 02/2019

Rsm Us Llp

Orlando, FL
02/2019 → Present

Nelson Investment Planning Services, Inc

Winter Park, FL
02/2019 → Present

Nelson Ivest Brokerage Services, Inc

Winter Park, FL
07/2025 → Present

Nelson Advisory Services, Inc.

Winter Park, FL

Other Businesses

As a CPA, Ms. Kalley prepares individual tax returns during business hours during tax season. This consumes about 30 hours per week from mid February to mid April.

Current Employers

Nelson Advisory Services, Inc.

Disclosures

Employment History

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews