Nelson T. Moen

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

MINNEAPOLIS, MN 55402

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CRD#: 6454482

Professional summary

Nelson Thomas Moen, CFP®, who also goes by Nelson T Moen, Nelson Moen, is a registered financial advisor currently at PARR MCKNIGHT WEALTH MANAGEMENT GROUP located in Minneapolis, Minnesota.

Nelson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Nelson has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nelson T Moen | Nelson Moen

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.

NORTHERN ARROW VENTURES; INV. RELATED; EDEN PRAIRIE,MN; 100% OWNERSHIP; START 1/1/2023; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 2; PASS THROUGH FOR FINET PRACTICE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nelson Thomas Moen'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: 2019

Experience

Current

August 14, 2024 - Present

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

Office #1: 333 S 7th Street, Suite 2370, Minneapolis, MN 55402

RIA

CRD#: 330050

MINNEAPOLIS, MN

Past

June 11, 2018 - August 23, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

MINNEAPOLIS, MN

Past

March 26, 2018 - August 23, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

MINNEAPOLIS, 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".

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

PARR MCKNIGHT WEALTH MANAGEMENT GROUP | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

CRD#: 330050 / SEC#: 801-130400

RIA

Registered Investment Advisory firm - (5/30/2024 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

Minnesota
(8/14/2024)

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: 6/11/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/26/2018

General Securities Representative Examination

Current Firm

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

PARR MCKNIGHT WEALTH MANAGEMENT GROUP | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

CRD#: 330050 / SEC#: 801-130400

RIA

Registered Investment Advisory firm - (5/30/2024 Approved)

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Contact information

Main Address

333 S 7th Street, Suite 2370, Minneapolis, MN 55402

Mailing Address

Phone number

(612) 324-0235

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PMWMG ADV PART 2A 03-12-2025 (3/13/2025)

Regulatory assets under management

Total Number of Accounts	2,711
AUM (Assets Under Management)	$ 952,370,875

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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Nelson T. Moen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nelson Thomas Moen's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Primary Firm SEC Registration

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 6/11/2018

SIE

Date: 10/1/2018

Series 7

Date: 3/26/2018

Current Firm

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

TRUST BUT VERIFY

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