Molly Nelson is a CFP-designated registered investment advisor at Moneysense LLC, based in Missoula, MT, with 19 years of industry experience. Molly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Money Sense LLC does not provide investment portfolio management services. They provide investment advice only and do not manage investment accounts.
Location
Missoula, MT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Molly operates an online financial education suite, moneysensewithmolly.com, dedicating a few hours per week to creating content and conducting Q&A sessions. She is also a managing member of LucyRoy LLC, Philipsburg Chalet LLC, and Marlo Marketing LLC, spending minimal time on each.
Employment History
Current Registrations
Moneysense LLC
Previous Registrations
Mariner Wealth
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Avantax Planning Partners, INC.
Proequities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Pruco Securities, LLC.Broker
State Registrations1 state
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.