TrueAdvisor
TrueAdvisor
JN
CFP
JN
CFP

Joshua Nelson

Keystone Financial Services
27 Years of Experience
Loveland, CO
View SEC Summary
View SEC Summary

Joshua Nelson is a CFP-designated registered investment advisor at Keystone Financial Services, based in Loveland, CO, with 27 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 298 clients with $380M in assets under management.

Keystone Financial Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
298 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$379.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50%. Fees may vary based on account size, portfolio complexity, and activity level, and are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4090 Clydesdale Pkwy, Suite 201, Loveland, CO, 80538

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Keystone Financial Services
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
January 2017 - May 2019 · 2 yrs 4 mos
Cetera Advisor Networks LLC
January 2017 - May 2019 · 2 yrs 4 mos
Cwm, LLC
May 2016 - January 2021 · 4 yrs 8 mos
Western Wealth Management LLC
April 2014 - May 2016 · 2 yrs 1 mo
LPL Financial LLCBroker
December 2010 - January 2017 · 6 yrs 1 mo
LPL Financial LLC
December 2010 - October 2015 · 4 yrs 10 mos
Essex National Securities, INC.Broker
November 2006 - December 2010 · 4 yrs 1 mo
Addison Avenue Financial Partners, LLC
March 2005 - December 2010 · 5 yrs 9 mos
Cuso Financial Services, L.P.
April 2001 - December 2006 · 5 yrs 8 mos
Cuso Financial Services, L.P.Broker
March 2001 - December 2006 · 5 yrs 9 mos
Primevest Financial Services, INC.Broker
May 2000 - March 2001 · 10 mos
Bisys Brokerage Services, INC.Broker
July 1999 - May 2000 · 10 mos
State Registrations2 states
COTX
Advisor

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.

Exams
No exam information available for this advisor.
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