Molly N. Nelson

MONEYSENSE LLC

Missoula, MT

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CRD#: 5258830

Professional summary

Molly Nicholls Nelson, CFP®, who also goes by Molly Elizabeth Nicholls, Molly Nicholls, Molly Elizabeth Nicholls Nelson, Molly Elizabeth Nicholls-nelson, Molly E Nicholls Nelson, Molly Nicholls Nelson, is a registered financial advisor currently at MONEYSENSE LLC located in Missoula, Montana.

Molly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Molly has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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) As a separate business activity of Money Sense, LLC, Molly operates an online financial education suite at moneysensewithmolly.com. Content provided through The Money Coven is for educational and informational purposes only and should not be construed as personalized financial, investment, legal, or tax advice. No investment advice or advice about the value of securities or the advisability of investing in securities is provided in the content offered on the online financial educational suite, the Money Coven, or the "Money Sense Method". This activity is conducted at the same address as Money Sense, LLC. This activity is primarily educational in nature. Molly is the operator of the site. Molly is the Founder and Manager of Money Sense, LLC. The start date of this relationship was November 2024. Molly spends ~12 hours per month, generally all during trading hours, operating the financial educational site. Molly creates content for the site and conducts weekly Q & A sessions for members. 2) LUCYROY LLC; investment-related; Missoula, MT; Rental Triplex; Managing Member; start date: 01/2018; 2 hrs/month; 0 hours during securities trading hours; coordinate rental of property, cleaning & maintenance, etc. 3) PHILIPSBURG CHALET LLC; investment-related; Missoula, MT; Airbnb property; Managing Member; start date: 01/2022; 2 hrs/month; 0 hrs during securities trading hours; coordinate rental of property, cleaning, etc. 4) MARLO MARKETING LLC; investment-related; Missoula, MT; small market internet traffic research for search engine optimization; Managing Member; start date: 11/2022; 10 hrs/month; 0 hrs during securities trading hrs; Researching markets around the US for opportunities to build websites to generate business for small businesses.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Molly Nicholls Nelson's 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: 2013

Experience

Current

November 27, 2024 - Present

MONEYSENSE LLC

RIA

CRD#: 333307

Missoula, MT

Past

January 18, 2024 - January 28, 2025

MARINER WEALTH

RIA

CRD#: 140195

Missoula, MT

Past

January 31, 2022 - February 7, 2024

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Missoula, MT

Past

September 30, 2020 - January 19, 2024

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Missoula, MT

Past

March 11, 2019 - February 7, 2024

AVANTAX PLANNING PARTNERS, INC.

RIA

CRD#: 106237

Missoula, MT

Past

March 8, 2019 - September 30, 2020

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

MISSOULA, MT

Past

November 29, 2016 - March 14, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

MISSOULA, MT

Past

November 29, 2016 - March 12, 2019

LPL FINANCIAL LLC

CRD#: 6413

MISSOULA, MT

Past

January 21, 2014 - November 30, 2016

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

MISSOULA, MT

Past

November 19, 2012 - January 21, 2014

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

MISSOULA, MT

Past

October 28, 2010 - November 29, 2016

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

MISSOULA, MT

Past

December 21, 2006 - October 27, 2010

PRUCO SECURITIES, LLC.

CRD#: 5685

MISSOULA, MT

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

Montana
(11/27/2024)

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

IAR

Series 66

Date: 11/9/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/18/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/12/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/20/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MONEYSENSE LLC

CRD#: 333307 / SEC#:

Montana

Registered Investment Advisory firm - (10/30/2024 Approved)

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Contact information

Main Address

500 Keith Avenue, Missoula, MT 59801

Mailing Address

Phone number

(406) 868-5904

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Molly N. Nelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Molly Nicholls Nelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARINER WEALTH

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

AVANTAX PLANNING PARTNERS, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/9/2012

Series 63

Date: 1/18/2007

SIE

Date: 10/1/2018

Series 7

Date: 5/12/2009

Series 6

Date: 12/20/2006

Current Firm

MONEYSENSE LLC

Contact information

Documents

Red Flags

Company Information

MONEYSENSE LLC

TRUST BUT VERIFY

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