Nathan E. Nielsen

MISSION FINANCIAL PLANNING | Associate Financial Advisor

Richmond, VA

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CRD#: 7386165

Professional summary

Nathan Eric Nielsen, who also goes by Nate Nielsen, Nathan Nielsen, is a registered financial advisor currently at MISSION FINANCIAL PLANNING, INC. located in Richmond, Virginia.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Nathan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

What are your service offerings?

Family Finances

Charitable Giving

Saving for Education

Are you a "fiduciary"?

Yes

Aliases

Nate Nielsen | Nathan Nielsen

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.

Business Ownership; Nate Nielsen LLC; Owner - Independent Contractor; Software; Richmond, VA 23222; Not Investment Related; May 2020; 0 hours per month; 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Eric Nielsen'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

October 6, 2025 - Present

MISSION FINANCIAL PLANNING, INC.

RIA

CRD#: 154469

Richmond, VA

Past

November 4, 2022 - January 26, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

GLEN ALLEN, VA

Past

April 23, 2022 - January 26, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

GLEN ALLEN, VA

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

Virginia
(10/6/2025)

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: 7/22/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/22/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/28/2022

Securities Industry Essentials Examination

Current Firm

MISSION FINANCIAL PLANNING, INC.

MISSION FINANCIAL PLANNING, INC. | WEAVER, SHARON KAY | TRIDENT PLANNING SERVICES

CRD#: 154469 / SEC#:

Florida

Registered Investment Advisory firm - (7/12/2021 Approved)

Kansas

Registered Investment Advisory firm - (12/2/2011 Approved)

Louisiana

Registered Investment Advisory firm - (7/29/2013 Approved)

Missouri

Registered Investment Advisory firm - (10/20/2020 Approved)

Nebraska

Registered Investment Advisory firm - (4/25/2023 Approved)

North Carolina

Registered Investment Advisory firm - (8/1/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/13/2022 Approved)

Texas

Registered Investment Advisory firm - (2/19/2014 Approved)

Virginia

Registered Investment Advisory firm - (10/6/2025 Approved)

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Contact information

Main Address

5410 W. 61st Place Ste. 100, Mission, KS 66205

Mailing Address

Phone number

(913) 948-9686

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

xxxxx@xxxx.xxx

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Nathan E. Nielsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Eric Nielsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISSION FINANCIAL PLANNING, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/22/2022

Series 7TO

Date: 4/22/2022

SIE

Date: 1/28/2022

Current Firm

MISSION FINANCIAL PLANNING, INC.

Contact information

Documents

Red Flags

Company Information

MISSION FINANCIAL PLANNING, INC.

TRUST BUT VERIFY

Contact information

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