A complete list of active advisors currently associated with Nelson Financial Services

Warmer can help you find a great advisor at Nelson Financial Services or one who fits your needs even better.

Nelson Financial Services is a small, state-registered independent investment adviser that provides discretionary investment management to individual clients — including those described as high-net-worth — and retirement accounts. The firm reports managing approximately $5,786,000 across about 25 client accounts and offers retirement-plan and rollover guidance under ERISA fiduciary standards. The firm’s investment approach emphasizes passive, long-term buy-and-hold asset allocation using mutual funds and exchange-traded funds, guided by Modern Portfolio Theory and a mix of fundamental and technical analysis; portfolios are reviewed at least monthly and rebalanced as needed. Services are delivered on a discretionary basis, clients may request reasonable investment restrictions, and the adviser states it does not engage in market timing or charge performance-based fees. Noteworthy features relative to many peers include the firm’s modest scale and recent reactivation: originally formed in 2009, it was previously registered from 2012 to 2018, inactive from 2018 to 2023, and re-registered in September 2023 to resume advisory operations. The firm operates as a single-advisor practice with a principal who has an extended industry background and an advanced degree, and it discloses not participating in wrap programs while explicitly acknowledging its ERISA fiduciary role for retirement advice.

To learn more about the advisors currently working at Nelson Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Scott Nelson	Middleton, WI	26

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