BN
CFP
BN
CFP

Brad Alan Nelson

14 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
4,188 clients
Average Client Portfolio
$623K average
Assets Under Management
$2.6B

Fee Structure

Loading...

Location

32 NW 4th St., Grand Rapids, MN, 55744

Get directions

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.

Learn about disclosures →
Other Business Activities

Brad owns Nelson Family Enterprises, LLC, a real estate ownership and management company, and spends minimal time on it. He also serves as President of Itasca Youth for Christ and a board member of Lighthouse Christian Academy, dedicating minimal time to each.

Employment History
Current Registrations
Oneascent Financial Services LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Thrivent Investment Management INC.
November 2013 - June 2023 · 9 yrs 7 mos
Thrivent Investment Management INC.Broker
November 2011 - June 2023 · 11 yrs 7 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.
Brad Alan Nelson - Financial Advisor | TrueAdvisor