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Stephen Brooks Nelson

MILLS WEALTH ADVISORS, LLC·SOUTHLAKE, Texas
Clean recordMILLS WEALTH ADVISORS, LLC
1207 S. WHITE CHAPEL BLVD, SOUTHLAKE, TX 76092CRD# 6129809Firm CRD# 159251

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Brooks Nelson · SOUTHLAKE, TX
Registration
CRD #6129809 · MILLS WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Brooks Nelson is a registered financial advisor based in SOUTHLAKE, Texas, affiliated with MILLS WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MILLS WEALTH ADVISORS, LLC
MILLS WEALTH ADVISORS, LLC
AUM
$346M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MILLS WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6129809
Firm CRD# 159251
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Brooks Nelson offer?
Stephen Brooks Nelson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SOUTHLAKE, Texas for a consultation.
What are Stephen Brooks Nelson's credentials?
Stephen Brooks Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Brooks Nelson located?
Stephen Brooks Nelson is based in SOUTHLAKE, Texas, working with MILLS WEALTH ADVISORS, LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.
How does Stephen Brooks Nelson charge for services?
Stephen Brooks Nelson's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILLS WEALTH ADVISORS, LLC?
MILLS WEALTH ADVISORS, LLC has approximately 6 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MILLS WEALTH ADVISORS, LLC

Michael Alan Mills
SOUTHLAKE, TX

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Research
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