Matthew Gene Nelson

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 10/2023 → 11/2024
  Pruco Securities Llc
  St. Louis Park, MN
• 08/2021 → 09/2023
  Fisher Investments
  Plano, TX
• 12/2020 → 07/2021
  Unemployed
  Maple Grove, MN
• 05/2020 → 11/2020
  Fedex
  Rogers, MN
• 09/2019 → 04/2020
  Unemployed/College Student
  Grand Forks, ND
• 05/2017 → 08/2019
  Prudential Financial
  Plymouth, MN
• 09/2016 → 04/2017
  Full Time Student
  Grand Forks, ND
• 01/2024 → Present
  The Prudential Insurance Company Of America
  St Louis Park, MN
• 11/2024 → Present
  Lpl Enterprise, Llc
  St. Louis Park, MN

Previous Registrations

• 2024-01-17 → 2024-11-14
  Pruco Securities, Llc.
  St. Louis Park, MN

Other Businesses

1) 06/09/2026-Veridia Wealth and Financial Planning-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 08/03/2026-160hrs/mth-160hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2023-12-22

Other Names

• Matthew Gene Nelson
• Matthew Nelson