Mei-Lyn  Nelson,  CFP<sup>&reg;</sup> - Financial Advisor

Mei-Lyn Nelson, CFP®

CPA, MBA

Nelson Financial Group, Inc

445 Prospect Dr
Brookfield, WI 53005
(800) 649-7526
(262) 814-1000

General

Mei-Lyn Nelson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Nelson Financial Group, Inc in Brookfield, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: IL,WI
  • Health/disability insurance: WI
  • Fixed annuities: WI
  • Variable annuities: WI

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources