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Joshua Paul Nelson

Joshua P. Nelson

KEYSTONE FINANCIAL SERVICES
LOVELAND, CO 80538
Some features on this profile are disabled
CRD#: 3266165
Joshua Paul Nelson

Professional summary

Joshua Paul Nelson, CFP®, who also goes by Josh Nelson, is a registered financial advisor currently at KEYSTONE FINANCIAL SERVICES located in Loveland, Colorado.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Joshua has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Josh 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 Joshua Paul 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®
CFP®

Certified Financial Planner

Start date: 2005

Experience

Current

December 3, 2020 - Present

KEYSTONE FINANCIAL SERVICES

Office #1: 4090 Clydesdale Pkwy Suite 201, Loveland, CO 80538
RIA
CRD#: 310623
LOVELAND, CO
Past

January 17, 2017 - May 1, 2019

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
LOVELAND, CO
Past

January 17, 2017 - May 1, 2019

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
LOVELAND, CO
Past

May 26, 2016 - January 26, 2021

CWM, LLC

RIA
CRD#: 155344
Loveland, CO
Past

April 17, 2014 - May 27, 2016

WESTERN WEALTH MANAGEMENT LLC

RIA
CRD#: 167344
LOVELAND, CO
Past

December 16, 2010 - October 30, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
LOVELAND, CO
Past

December 16, 2010 - January 19, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
LOVELAND, CO
Past

November 29, 2006 - December 17, 2010

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
FT. COLLINS, CO
Past

March 29, 2005 - December 23, 2010

ADDISON AVENUE FINANCIAL PARTNERS, LLC

RIA
CRD#: 127283
LOVELAND, CO
Past

April 25, 2001 - December 1, 2006

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
LOVELAND, CO
Past

March 23, 2001 - December 1, 2006

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
LOVELAND, CO
Past

May 10, 2000 - March 19, 2001

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

July 28, 1999 - May 10, 2000

GUARANTY BROKERAGE SERVICES, INC.

BD
CRD#: 23302
ST. CLOUD, MN

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".
KF
KEYSTONE FINANCIAL SERVICES
KEYSTONE FINANCIAL SERVICES | KEYSTONE FINANCIAL SERVICES, LLC

CRD#: 310623 / SEC#: 801-119534

RIA
Registered Investment Advisory firm - (9/25/2020 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
Colorado
(12/3/2020)
IAR
Texas
(12/3/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/30/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/30/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/27/1999
General Securities Representative Examination

Current Firm

KF
KEYSTONE FINANCIAL SERVICES
KEYSTONE FINANCIAL SERVICES | KEYSTONE FINANCIAL SERVICES, LLC

CRD#: 310623 / SEC#: 801-119534

RIA
Registered Investment Advisory firm - (9/25/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4090 Clydesdale Pkwy Suite 201, Loveland, CO 80538
Mailing Address
Phone number
(970) 744-5408
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/10/2025)

Regulatory assets under management

Total Number of Accounts999
AUM (Assets Under Management)$ 305,679,394

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.

Company Information

KEYSTONE FINANCIAL SERVICES

CRD#: 310623Loveland, CO 80538

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