Mei-Lyn Nelson
Mei-Lyn Nelson is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Brookfield, WI, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
445 Prospect Drive, Brookfield, WI, 53005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mei-Lyn operates her securities business through Nelson Financial Group Inc., dedicating about a quarter of her time. She also provides accounting and tax services, owns and manages rental properties, is involved in real estate brokerage, sells life insurance and fixed annuities, and owns/manages event venues.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Sagepoint Financial, INC.Broker
Nelson Financial Group, INC.
Sunamerica Securities, INC.Broker
Wfg Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.