# Nelson Financial Planning Services

Nelson Financial Planning Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 120320
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120320

## About

NELSON FINANCIAL PLANNING SERVICES, LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is owned by Nelson.

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- [Boomerang Capital LLC](https://altss.com/profile/boomerang-capital-llc)
- [Sunrise Wealth Management LLC](https://altss.com/profile/sunrise-wealth-management-llc)

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Last updated: 2026-07-06T01:24:21.890Z

Canonical page: https://altss.com/profile/nelson-financial-planning-services-llc

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