Gregory G. Nelson

SOULENCE WEALTH MANAGEMENT

Hurricane, UT

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CRD#: 2246766

Professional summary

Gregory G Nelson, ChFC®, who also goes by Greg Nelson, Gregory Gordon Nelson, is a registered financial advisor currently at SOULENCE WEALTH MANAGEMENT located in Hurricane, Utah.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Gregory has worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Nelson | Gregory Gordon 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 Gregory G 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®

CRD#: 5167

HURRICANE, UT

Past

January 2, 2004 - August 27, 2013

PARK AVENUE SECURITIES LLC

CRD#: 46173

MURRAY, UT

Past

June 22, 1992 - November 20, 2003

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

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.

Highlighted states indicate IAR registrations

IAR

Utah
(4/10/2026)

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.

Exams

State Security Law Exam

Series 63

Date: 6/22/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/19/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SOULENCE WEALTH MANAGEMENT

SOULENCE WEALTH MANAGEMENT | SOULENCE WEALTH MANAGEMENT II LLC | SOULENCE WEALTH MANAGEMENT II

CRD#: 340580 / SEC#: 801-135451

RIA

Registered Investment Advisory firm - (3/2/2026 120-Day Approval)

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Contact information

Main Address

220 S 2500 W, Pleasant Grove, UT 84062

Mailing Address

Phone number

(801) 571-9900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/6/2026)

Regulatory assets under management

Total Number of Accounts	772
AUM (Assets Under Management)	$ 94,691,263

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

Gregory G. Nelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory G Nelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOULENCE WEALTH MANAGEMENT

SCF INVESTMENT ADVISORS, INC.

GLOBAL VIEW CAPITAL MANAGEMENT LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

NYLIFE SECURITIES LLC

PARK AVENUE SECURITIES LLC

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/22/1992

SIE

Date: 10/1/2018

Series 6

Date: 6/19/1992

Current Firm

SOULENCE WEALTH MANAGEMENT

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOULENCE WEALTH MANAGEMENT

TRUST BUT VERIFY

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