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Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Nelson Ryan Knill

Nelson R. Knill

ROCHESTER WEALTH STRATEGIES
Rochester, MI 48307
Some features on this profile are disabled
CRD#: 5758900
Nelson Ryan Knill

Professional summary

Nelson Ryan Knill, CFP®, who also goes by Nelson Ryan Knill, Nelson R Knill, Nelson Knill, is a registered financial advisor currently at ROCHESTER WEALTH STRATEGIES, LLC located in Rochester, Michigan.

Nelson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Nelson has worked at 6 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nelson Ryan Knill | Nelson R Knill | Nelson Knill

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 Nelson Ryan Knill'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: 2013

Experience

Current

August 19, 2025 - Present

ROCHESTER WEALTH STRATEGIES, LLC

Office #1: 439 S. Main Street Suite 250, Rochester, MI 48307
RIA
CRD#: 299150
Rochester, MI
Past

September 26, 2024 - December 11, 2024

STONEY CREEK ADVISORS LLC

RIA
CRD#: 284038
ROCHESTER HILLS, MI
Past

April 25, 2022 - October 4, 2022

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
TROY, MI
Past

April 19, 2022 - October 4, 2022

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
TROY, MI
Past

June 24, 2021 - March 23, 2022

MKD WEALTH

RIA
CRD#: 144994
TROY, MI
Past

September 30, 2020 - June 21, 2021

CORECAP ADVISORS

RIA
CRD#: 158819
Bingham Farms, MI
Past

May 10, 2014 - October 4, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
SIMI VALLEY, CA
Past

February 13, 2014 - October 4, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
SIMI VALLEY, CA

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".
RW
ROCHESTER WEALTH STRATEGIES, LLC
ROCHESTER WEALTH STRATEGIES, LLC

CRD#: 299150 / SEC#: 801-131112

RIA
Registered Investment Advisory firm - (9/16/2024 Approved)
Michigan
Registered Investment Advisory firm - (11/4/2024 Terminated)
Texas
Registered Investment Advisory firm - (1/30/2024 Terminated)

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
Michigan
(8/19/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 6/11/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/1/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/23/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/9/2014
General Securities Representative Examination

Current Firm

RW
ROCHESTER WEALTH STRATEGIES, LLC
ROCHESTER WEALTH STRATEGIES, LLC

CRD#: 299150 / SEC#: 801-131112

RIA
Registered Investment Advisory firm - (9/16/2024 Approved)
Michigan
Registered Investment Advisory firm - (11/4/2024 Terminated)
Texas
Registered Investment Advisory firm - (1/30/2024 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
439 S. Main Street Suite 250, Rochester, MI 48307
Mailing Address
Phone number
(248) 434-6550
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (1 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

ROCHESTER WEALTH STRATEGIES DISCLOSURE BROCHURE (3/11/2026)

Regulatory assets under management

Total Number of Accounts445
AUM (Assets Under Management)$ 177,757,083

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

ROCHESTER WEALTH STRATEGIES, LLC

CRD#: 299150Rochester, MI 48307

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Monitor Nelson Knill

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Job or Firm Moves
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