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.

At a Glance

Always Fiduciary

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.

1. G Nelson Insurance Agency, LLC DBA: Strategic Benefit Coach Non-Investment Related Address: 454 N 3700 W, Hurricane, UT 84737 Position: Owner/Agent Start date: May 1, 1999 Hours per month: 180 (160 during trading hours) Description: Insurance Agent for Individual and group Life, Disability, Health, Dental, Vision, Long-Term Care, Individual Medicare Plans.

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

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".

SOULENCE WEALTH MANAGEMENT

CAPITAL STRATEGIC WEALTH | SOULENCE WEALTH MANAGEMENT II LLC | SOULENCE WEALTH MANAGEMENT II | SOULENCE WEALTH MANAGEMENT | DARMEN WEALTH

CRD#: 340580 / SEC#: 801-135451

RIA

Registered Investment Advisory firm - (3/2/2026 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.

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

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SOULENCE WEALTH MANAGEMENT

CAPITAL STRATEGIC WEALTH | SOULENCE WEALTH MANAGEMENT II LLC | SOULENCE WEALTH MANAGEMENT II | SOULENCE WEALTH MANAGEMENT | DARMEN WEALTH

CRD#: 340580 / SEC#: 801-135451

RIA

Registered Investment Advisory firm - (3/2/2026 Approved)

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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 (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/2/2026)

Regulatory assets under management

Total Number of Accounts	796
AUM (Assets Under Management)	$ 107,518,073

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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Firm Stability Insights

Gregory G. Nelson

Professional summary

At a Glance

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

SCF INVESTMENT ADVISORS, INC.

GLOBAL VIEW CAPITAL MANAGEMENT LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

NYLIFE SECURITIES LLC

PARK AVENUE SECURITIES LLC

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

SOULENCE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Passed: 6/22/1992

SIE

Passed: 10/1/2018

Series 6

Passed: 6/19/1992

Current Firm

SOULENCE WEALTH MANAGEMENT

Contact information

SEC notice filing (15 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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