Matthew C. Nelson

FLOURISH FINANCIAL PLANNING

GRAPEVINE, TX 76051

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CRD#: 5738090

Professional summary

Matthew Christopher Nelson, who also goes by Matt Nelson, Matthew C. Nelson, is a registered financial advisor currently at FLOURISH FINANCIAL PLANNING located in Grapevine, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Nelson | Matthew C. 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.

Matthew C. Nelson is currently employed as Partner and Vice President at Nelson & Nelson Tax Services, Inc. He devotes approximately 50% of his time during normal securities trading hours to these activities. This is not investment related. 1301 FM 407, Ste. 207; Lewisville; 75067; TX; USA. The business is tax preparation. This position started in Oct 2006. His role is managing the company. He spending approximately 80 hours per month in this position. Matthew C. Nelson is currently employed as Partner and President at Nelson Andries Tax LLC d/b/a Master Plan Bookkeeping. He devotes approximately 5% of his time during normal securities trading hours to these activities. This is not investment related. 1011 Surrey Ln Bldg 200, Flower Mound, TX 75022 The business is tax preparation. This started in November 2018. His role is executive guidance for the company. He spending approximately 8 hours per month on this role.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Christopher 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®

None

Experience

Current

January 12, 2022 - Present

FLOURISH FINANCIAL PLANNING

Office #1: 1785 State Hwy 26 Ste 200, Grapevine, TX 76051

RIA

CRD#: 295401

GRAPEVINE, TX

Past

December 24, 2018 - February 13, 2020

MASTER PLAN FINANCIAL ADVISERS

RIA

CRD#: 297207

DENTON, TX

Past

April 1, 2010 - April 26, 2011

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

OLYMPIA, WA

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

Texas
(1/12/2022)

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: 12/22/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/15/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/31/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FLOURISH FINANCIAL PLANNING

FLOURISH FINANCIAL PLANNING | SDG FINANCIAL PLANNING, LLC

CRD#: 295401 / SEC#:

Louisiana

Registered Investment Advisory firm - (11/19/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/18/2018 Approved)

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).

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Contact information

Main Address

1785 State Hwy 26 Ste 200, Grapevine, TX 76051

Mailing Address

Phone number

(817) 799-7699

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	171
AUM (Assets Under Management)	$ 28,224,010

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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Matthew C. Nelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Christopher Nelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FLOURISH FINANCIAL PLANNING

MASTER PLAN FINANCIAL ADVISERS

FARMERS FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2018

Series 63

Date: 3/15/2010

Series 6

Date: 3/31/2010

Current Firm

FLOURISH FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FLOURISH FINANCIAL PLANNING

TRUST BUT VERIFY

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