Joshua
Nelson
Keystone Financial Services
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About this Advisor
Joshua Nelson is a certified financial planner based out of Loveland, Colorado who has 3 years of relevant experience. Nelson works at Keystone Financial Services. During their career, Nelson has held roles at Lpl Financial LLC, Western Wealth Management, LLC, Cetera Advisor Networks LLC, Keystone Financial Services and Cwm, LLC. Nelson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado and Texas. Keystone Financial Services is a registered investment firm headquartered in Loveland, CO. The company has just three people on staff. It administers $208 million in assets between its 970 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 970 client accounts, 39% belong to high-net-worth investors who have at least $1 million in assets available to invest. Keystone Financial Services performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically depend on the services provided. Fees billed by Keystone Financial Services likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keystone Financial Services Brokerage Details
$207,885,178
3
970
$214,315
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joshua Nelson Work History
Joshua has been registered as a financial advisor for 3 years.*
Keystone Financial Services
Cetera Advisor Networks LLC
Cwm, LLC
Western Wealth Management, LLC
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Nelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Keystone Financial Services
Loveland, CO
Loveland, CO
Loveland, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
