Edward F. Nelson

AE WEALTH MANAGEMENT

Cantonment, FL 32533

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CRD#: 1677566

Professional summary

Edward Francis Nelson, who also goes by Ed Nelson, Edward F Nelson, Edward Francis Nelson, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Cantonment, Florida and MADISON AVENUE SECURITIES, LLC located in Cantonment, Florida.

Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Edward has worked at 11 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7 and Series 3 exams.

Aliases

Ed Nelson | Edward F Nelson | Edward Francis Nelson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Francis Nelson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 9, 2026 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 3155 Gateway Lane, Cantonment, FL 32533

RIA

CRD#: 282580

Cantonment, FL

Current

July 9, 2026 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 3155 Gateway Lane, Cantonment, FL 32533

RIA

CRD#: 23224

Cantonment, FL

Current

July 9, 2026 - Present

AE FINANCIAL SERVICES, LLC

Office #1: 3155 Gateway Ln, Cantonment , FL 32533-5832

CRD#: 298608

CANTONMENT , FL

Current

July 9, 2026 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 3155 Gateway Lane, Cantonment, FL 32533

RIA

CRD#: 23224

Cantonment, FL

Past

August 27, 2019 - June 26, 2026

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

CANTONMENT, FL

Past

October 18, 2018 - June 26, 2026

ONEAMERICA SECURITIES, INC.

CRD#: 4173

CANTONMENT, FL

Past

June 3, 2013 - October 21, 2013

U.S. FINANCIAL INVESTMENTS, INC.

CRD#: 120804

NEW YORK, NY

Past

November 9, 2009 - November 12, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

October 26, 2009 - November 12, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

October 7, 2008 - November 9, 2009

METAMORPHOSIS MONEY MANAGEMENT LLC

RIA

CRD#: 142418

DENVER, CO

Past

January 5, 2007 - July 31, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

January 1, 2005 - June 23, 2006

OLD MUTUAL INVESTMENT PARTNERS

CRD#: 44916

BOSTON, MA

Past

February 9, 1990 - September 13, 1996

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

Past

December 2, 1988 - October 2, 1989

F.D. ROBERTS SECURITIES, INC.

CRD#: 693

PARAMUS, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(7/9/2026)

Arizona
(7/9/2026)

California
(7/9/2026)

Colorado
(7/9/2026)

Florida
(7/9/2026)

Georgia
(7/9/2026)

Hawaii
(7/9/2026)

Indiana
(7/9/2026)

Kentucky
(7/9/2026)

Louisiana
(7/9/2026)

Maine
(7/9/2026)

Michigan
(7/9/2026)

Mississippi
(7/9/2026)

Nevada
(7/9/2026)

New Jersey
(7/9/2026)

Ohio
(7/9/2026)

Pennsylvania
(7/9/2026)

South Carolina
(7/9/2026)

Texas
(7/9/2026)

IAR

Texas
(7/9/2026)

Virginia
(7/9/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/22/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/3/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/2/2009

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/18/2018

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 8/20/2010

National Commodity Futures Examination

SRO Registrations

FINRA

Current Firm

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 Approved)

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Contact information

Main Address

2950 Sw Mcclure Road Suite B, Topeka, KS 66614

Mailing Address

Phone number

(866) 363-9595

Established

Firm type

Fiscal year end

# of Employees

602

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (10/1/2025)

FORM ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	111,059
AUM (Assets Under Management)	$ 37,525,706,084

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Edward F. Nelson

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Francis Nelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

AE FINANCIAL SERVICES, LLC

MADISON AVENUE SECURITIES, LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

U.S. FINANCIAL INVESTMENTS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

METAMORPHOSIS MONEY MANAGEMENT LLC

AMERIPRISE FINANCIAL SERVICES, LLC

OLD MUTUAL INVESTMENT PARTNERS

SALOMON BROTHERS INC.

F.D. ROBERTS SECURITIES, INC.

Primary Firm SEC Registration

AE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/22/2019

Series 63

Date: 12/3/2009

Series 65

Date: 2/2/2009

SIE

Date: 10/19/2018

Series 7

Date: 10/18/2018

Series 3

Date: 8/20/2010

FINRA

Current Firm

AE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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