Stephen
Nelson
Mills Wealth Advisors, LLC
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About this Advisor
Stephen Nelson is a financial advisor based in Southlake, Texas, working with Mills Wealth Advisors, LLC. Stephen has previously held positions at Northwestern Mutual Life Insurance Company, Dixie State University, Northwestern Mutual Investment Services, LLC, Mills Wealth Advisors, LLC, and Stephen Nelson. Stephen has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Stephen is part of Mills Wealth Advisors, LLC, which operates out of Southlake, Texas. The firm has 6 employees and manages assets totaling $346.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Mills Wealth Advisors, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mills Wealth Advisors, LLC Brokerage Details
$346,240,660
6
1,537
$225,270
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Stephen Nelson Work History
Mills Wealth Advisors, LLC
Stephen Nelson
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Dixie State University
Disclosures
Please visit the SEC profile of Stephen 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 Mills Wealth Advisors, LLC
Southlake, TX
Southlake, TX
Southlake, TX
Southlake, TX
Southlake, TX
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