Bradley K. Nelson
POINT LOMA ADVISORS
San Diego, CA
Some features on this profile are disabled
CRD#: 6764900
Professional summary
Bradley Kent Nelson, CFP®, who also goes by Bradley Nelson, is a registered financial advisor currently at POINT LOMA ADVISORS located in San Diego, California.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Bradley has worked at 1 firm and has passed the Series 65 exam.
Biography
Brad spent the first part of his career as an engineer. To achieve financial independence, he thought like an engineer and researched how 'the system' works. He found that the real answers were often at odds with 'common knowledge' espoused by a wide variety of self-interested parties. After searching diligently, he identified sources of independent evidence-based research on how to plan and invest. Now retired from engineering, he enjoys helping other engineers capable of filtering out noise and understanding the lessons from independent research. Lyon Park is a fee-only, fiduciary investment advisor required by law to put clients' interests first.
Brad has a B.S. in Mechanical Engineering, a M.S. in Electrical Engineering and has worked in the military, government and private sector. He served in the military as submariner and retired as a Captain in the Navy Reserve. In April 2022, he completed work to become a CERTIFIED FINANCIAL PLANNER ™ professional.
After spending most of his adult life in the Washington, DC metro area working for a salary, Brad achieved financial independence, pulled up stakes and moved to San Diego to live the dream of year-round great weather and the laid back lifestyle of Southern California.
When he's not helping clients, he spends time with his wife Heather on personal fitness, sailing and old cars.
Question & Answer
What are your service offerings?
Inheritance
Estate Planning
Education Planning
Elder Care
Life Transitions
Investment Planning
Comprehensive Financial Planni...
Retirement Income Management
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
AUM
College/Education Planning
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Bradley 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.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Kent 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®
Start date: 2022
Experience
Current
April 25, 2017 - Present
POINT LOMA ADVISORS
RIA
CRD#: 287918
San Diego, CA
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
California(10/14/2020)
Current Firm
POINT LOMA ADVISORS
LYON PARK ADVISORS LLC | POINT LOMA ADVISORS
CRD#: 287918 / SEC#:
California
Registered Investment Advisory firm - (10/14/2020 Approved)Indiana
Registered Investment Advisory firm - (12/1/2020 Terminated)Virginia
Registered Investment Advisory firm - (11/30/2020 Terminated)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
San Diego, CA
Mailing Address
Phone number
(619) 798-6400
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 8,187,831 |
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.
