Unclaimed Profile

Joshua Paul Nelson

KEYSTONE FINANCIAL SERVICES·LOVELAND, Colorado

SIE, Series 7, Series 63, Series 65CFPClean record25 years registeredKEYSTONE FINANCIAL SERVICES

4090 CLYDESDALE PKWY, LOVELAND, CO 80538CRD# 3266165Firm CRD# 310623

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua Paul Nelson · LOVELAND, CO

Registration

CRD #3266165 · KEYSTONE FINANCIAL SERVICES · 25 years registered

Brand Profile

Not yet started

Career History

KEYSTONE FINANCIAL SERVICES

Dec 2020 – present

CETERA ADVISOR NETWORKS LLC

Jan 2017 – May 2019

LOVELAND, CO

CWM, LLC

May 2016 – Jan 2021

Loveland, CO

WESTERN WEALTH MANAGEMENT LLC

Apr 2014 – May 2016

LOVELAND, CO

LPL FINANCIAL LLC

Dec 2010 – Oct 2015

LOVELAND, CO

ADDISON AVENUE FINANCIAL PARTNERS, LLC

Mar 2005 – Dec 2010

LOVELAND, CO

CUSO FINANCIAL SERVICES, L.P.

Apr 2001 – Dec 2006

LOVELAND, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 25, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEYSTONE FINANCIAL SERVICES

CRD 310623 · SEC 801-119534

AUM

$249M

Regulatory assets under management

Employees

895 client accounts

Services offered by KEYSTONE FINANCIAL SERVICES

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KEYSTONE FINANCIAL SERVICES →

Introduction

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Frequently Asked Questions

What services does Joshua Paul Nelson offer?

Joshua Paul Nelson specializes in Financial Planning, Investment Management. Contact their office in LOVELAND, Colorado for a consultation.

What are Joshua Paul Nelson's credentials?

Joshua Paul Nelson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joshua Paul Nelson located?

Joshua Paul Nelson is based in LOVELAND, Colorado, working with KEYSTONE FINANCIAL SERVICES. Their office serves clients in the LOVELAND metropolitan area and surrounding communities.

How does Joshua Paul Nelson charge for services?

Joshua Paul Nelson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEYSTONE FINANCIAL SERVICES?

KEYSTONE FINANCIAL SERVICES has approximately 2 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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