NELSON FINANCIAL GROUP, LLC
NORTH LAUDERDALE, FLORIDA

Nelson Financial Group, LLC is an established independent financial consultancy firm with over three decades of industry experience. Headquartered in North Lauderdale, Florida, the company offers a wide array of investment products and services tailored specifically for residents spanning multiple U.S. states including Alabama, Arizona, California, Colorado, Washington D.C., Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, North Carolina, North Dakota, New Jersey, Nevada, New York, Ohio, Oregon, Tennessee, Texas, Wisconsin, and Washington. Founded in 1997 by an experienced financial consultant with a remarkable three-decade-long practice, Nelson Financial Group has been recognized for superior client satisfaction, consistently earning the prestigious FIVE STAR Best in Client Satisfaction Wealth Manager accolade from Milwaukee Magazine for six consecutive years (2009-2015). The company's founder has also been lauded as the 2015 'Woman of Influence' by the Milwaukee Business Journal. The firm operates under a clear structural framework with its key leadership positions held by Nixon Nelson, serving as Chief Executive Officer and Alex Nelson as Chief Financial Officer. Strategically located at 1990 SW 81 Ave., Suite 201 in North Lauderdale, Florida, the company maintains close communications through multiple phone lines (262) 814-1000; (262) 814-1010. Nelson Financial Group's official registration includes a filing under 'Florida Models.Dos.FloridaCompanyStatus', with Company Number L17000024555 and last filed on January 28, 2017. The firm’s fiscal year concluded on March 26, 2024, as documented in their latest annual report. For those interested, the firm invites consultations through its primary web portal at nelsonfinancialgroup.com, offering potential clients comprehensive insights into investment strategies and services available.