Craig E. Nelson

RED SKY FINANCIAL PLANNING

Wilsonville, OR

Some features on this profile are disabled

CRD#: 5338590

Professional summary

Craig E Nelson, CFP®, who also goes by Craig Edward Nelson, is a registered financial advisor currently at RED SKY FINANCIAL PLANNING, LLC located in Wilsonville, Oregon.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Craig has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.

Core Areas of Focus

Fixed Fee (Subscription

Retainer

etc.)

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Question & Answer

What are your service offerings?

Investment Planning

Retirement Income Management

Retirement Planning

Comprehensive Financial Planni...

Tax Planning

Life Transitions

Are you a "fiduciary"?

Yes

Aliases

Craig Edward 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 Craig E 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: 2021

Experience

Current

August 29, 2018 - Present

RED SKY FINANCIAL PLANNING, LLC

RIA

CRD#: 297597

Wilsonville, OR

Past

September 25, 2007 - December 18, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PORTLAND, OR

Past

August 2, 2007 - December 18, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PORTLAND, OR

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

Oregon
(8/29/2018)

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 65

Date: 11/22/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/10/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/1/2007

General Securities Representative Examination

Current Firm

RED SKY FINANCIAL PLANNING, LLC

RED SKY FINANCIAL PLANNING | RED SKY FINANCIAL PLANNING, LLC

CRD#: 297597 / SEC#:

Oregon

Registered Investment Advisory firm - (8/29/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Wilsonville, OR

Mailing Address

29030 Sw Town Center Loop East Suite 202-251, Wilsonville, OR 97070

Phone number

(503) 703-6765

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	130
AUM (Assets Under Management)	$ 34,380,920

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Craig E. Nelson

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig E Nelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

RED SKY FINANCIAL PLANNING, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/2017

Series 66

Date: 9/10/2007

Series 7

Date: 8/1/2007

Current Firm

RED SKY FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RED SKY FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors