AdvisorOS Directory
Claim Profile
Unclaimed Profile
GN

Gordon Levi Nelson

KEYSTONE WEALTH ADVISORS, LLC·LOGAN, Utah
Clean recordKEYSTONE WEALTH ADVISORS, LLC
595 S. RIVERWOODS PKWY, LOGAN, UT 84321CRD# 2982767Firm CRD# 158234

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gordon Levi Nelson · LOGAN, UT
Registration
CRD #2982767 · KEYSTONE WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gordon Levi Nelson is a registered financial advisor based in LOGAN, Utah, affiliated with KEYSTONE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Gordon

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gordon is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
KEYSTONE WEALTH ADVISORS, LLC
KEYSTONE WEALTH ADVISORS
AUM
$32M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at KEYSTONE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2982767
Firm CRD# 158234
View on FINRA BrokerCheck →

Looking for a financial advisor in LOGAN?

Browse all registered financial advisors in LOGAN, Utah or claim this profile if it's yours.

Browse LOGAN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Gordon Levi Nelson offer?
Gordon Levi Nelson specializes in Financial Planning, Investment Management. Contact their office in LOGAN, Utah for a consultation.
What are Gordon Levi Nelson's credentials?
Gordon Levi Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gordon Levi Nelson located?
Gordon Levi Nelson is based in LOGAN, Utah, working with KEYSTONE WEALTH ADVISORS, LLC. Their office serves clients in the LOGAN metropolitan area and surrounding communities.
How does Gordon Levi Nelson charge for services?
Gordon Levi Nelson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEYSTONE WEALTH ADVISORS, LLC?
KEYSTONE WEALTH ADVISORS, LLC has approximately 3 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at KEYSTONE WEALTH ADVISORS, LLC

James Don Vanderbeek
LOGAN, UT
Tyler Jay Vanderbeek
LOGAN, UT

More Advisors in LOGAN, Utah

James Patrick Jenkins
STRATEGIC ADVOCATES, LLC·LOGAN, UT
Colby Bryce Tracy
WASATCH VENTURE MANAGEMENT, LLC·LOGAN, UT
Bradley Harsch
STRATEGIC ADVOCATES, LLC·LOGAN, UT
Connor Francis Murphy
CACHETECH·LOGAN, UT
Lance A.k. Hill
WEBER GLOBAL MANAGEMENT, INC·LOGAN, UT
Paul William Fraser
ADAMS WEALTH MANAGEMENT LLC·LOGAN, UT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)OREM (38)HOLLADAY (28)BOUNTIFUL (26)SOUTH JORDAN (25)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
Request removal of this profile