Walter V. Nelson

CABIN ADVISORS

Rockwall, TX

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CRD#: 2275929

Professional summary

Walter Vincent Nelson, who also goes by VInce Nelson, is a registered financial advisor currently at CABIN ADVISORS, LLC located in Rockwall, Texas and CABIN SECURITIES, INC. located in Overland Park, Kansas.

Walter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Walter has worked at 9 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vince 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 Walter Vincent 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

September 17, 2025 - Present

CABIN ADVISORS, LLC

RIA

CRD#: 312547

Rockwall, TX

Current

April 3, 2025 - Present

CABIN SECURITIES, INC.

Office #1: 6240 W 135th Street Suite 214, Overland Park, KS 66223

CRD#: 137608

Overland Park, KS

Past

May 29, 2025 - May 30, 2025

CABIN ADVISORS, LLC

RIA

CRD#: 312547

OVERLAND PARK, KS

Past

July 17, 2020 - May 1, 2025

ARETE WEALTH ADVISORS, LLC

RIA

CRD#: 145488

Rockwall, TX

Past

July 17, 2020 - May 1, 2025

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

CHICAGO, IL

Past

April 29, 2019 - August 3, 2020

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

DALLAS, TX

Past

March 28, 2019 - August 3, 2020

PARK AVENUE SECURITIES LLC

CRD#: 46173

DALLAS, TX

Past

March 6, 2017 - December 12, 2018

COPIAM WEALTH MANAGEMENT, LLC

RIA

CRD#: 173290

ROCKWALL, TX

Past

November 19, 2012 - May 6, 2015

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WESTLAKE, TX

Past

November 14, 2012 - May 5, 2015

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

Past

August 22, 2012 - October 29, 2012

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

September 1, 1993 - August 21, 1997

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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".

CABIN ADVISORS, LLC

CRD#: 312547 / SEC#: 801-132884

RIA

Registered Investment Advisory firm - (5/29/2025 Approved)

Arizona

Registered Investment Advisory firm - (5/30/2025 Terminated)

California

Registered Investment Advisory firm - (6/29/2025 Terminated)

Indiana

Registered Investment Advisory firm - (6/2/2025 Terminated)

Iowa

Registered Investment Advisory firm - (6/3/2025 Terminated)

Kansas

Registered Investment Advisory firm - (5/30/2025 Terminated)

Tennessee

Registered Investment Advisory firm - (5/30/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(4/3/2025)

Alaska
(4/3/2025)

Arizona
(4/3/2025)

Arkansas
(4/3/2025)

California
(4/3/2025)

Colorado
(4/3/2025)

District of Columbia
(9/26/2025)

Florida
(4/3/2025)

Georgia
(4/3/2025)

Idaho
(4/3/2025)

Illinois
(4/3/2025)

Indiana
(4/3/2025)

Kansas
(4/3/2025)

Kentucky
(4/3/2025)

Louisiana
(4/3/2025)

Maryland
(4/3/2025)

Michigan
(4/3/2025)

Minnesota
(5/2/2025)

Mississippi
(4/7/2025)

Nebraska
(4/3/2025)

New Jersey
(4/3/2025)

New Mexico
(4/3/2025)

New York
(4/3/2025)

North Carolina
(4/3/2025)

Ohio
(4/3/2025)

Pennsylvania
(4/3/2025)

Puerto Rico
(4/3/2025)

South Carolina
(4/3/2025)

Tennessee
(4/3/2025)

Texas
(4/3/2025)

IAR

Texas
(9/17/2025)

Utah
(4/3/2025)

Virginia
(4/3/2025)

Washington
(4/3/2025)

Wisconsin
(4/3/2025)

Wyoming
(4/3/2025)

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

Series 63

Date: 4/22/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/9/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/28/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/5/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/31/1993

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CABIN ADVISORS, LLC

CRD#: 312547 / SEC#: 801-132884

RIA

Registered Investment Advisory firm - (5/29/2025 Approved)

Arizona

Registered Investment Advisory firm - (5/30/2025 Terminated)

California

Registered Investment Advisory firm - (6/29/2025 Terminated)

Indiana

Registered Investment Advisory firm - (6/2/2025 Terminated)

Iowa

Registered Investment Advisory firm - (6/3/2025 Terminated)

Kansas

Registered Investment Advisory firm - (5/30/2025 Terminated)

Tennessee

Registered Investment Advisory firm - (5/30/2025 Terminated)

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Contact information

Main Address

6240 W. 135th Street Suite 214, Overland Park, KS 66223

Mailing Address

Phone number

(913) 933-3351

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BOB VONDERHARR 2B BROCHURE (11/13/2025)

LOUVIERE STERLING 2B 2025-10 (10/27/2025)

FORM ADV 2B BROCHURE CHRISTOPHER WOOD (10/13/2025)

CABIN ADVISORS ADV FORM 2 BROCHURE DATED 01-24-2024 (6/6/2025)

BILLY AYCOCK BROCHURE ADV2B (6/6/2025)

MARK ATCHITY FORM ADV BROCHURE (6/6/2025)

WM. BRIAN CANDLER - FORM ADV PART 2B (6/6/2025)

CHARIPAR, ANDREW ADV 2B BROCHURE (6/6/2025)

VINCE NELSON ADV 2B BROCHURE (4/28/2025)

LOGAN COX ADV 2B BROCHURE (4/28/2025)

JAMES SARANDIS ADV 2B BROCHURE (4/28/2025)

BORLEIS, WILLIAM (4/25/2025)

CHRIS PICCIURRO BROCHURE 2B (3/31/2025)

STEINBERG, LARRY CABIN 2B 2022-11 (3/31/2025)

KYLE KLINGER 2B (3/31/2025)

Regulatory assets under management

Total Number of Accounts	561
AUM (Assets Under Management)	$ 133,637,000

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

Walter V. Nelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Vincent Nelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CABIN SECURITIES, INC.

CABIN ADVISORS, LLC

ARETE WEALTH ADVISORS, LLC

ARETE WEALTH MANAGEMENT, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

COPIAM WEALTH MANAGEMENT, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

EDWARD JONES

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

CABIN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/22/2019

Series 66

Date: 10/9/2012

Series 7TO

Date: 3/28/2019

SIE

Date: 5/5/2015

Series 7

Date: 8/21/2012

Series 6

Date: 8/31/1993

FINRA

Current Firm

CABIN ADVISORS, LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CABIN ADVISORS, LLC

TRUST BUT VERIFY

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