RN
Robert A. Nelson
SUNSET RETIREMENT ADVISORS LLC
PROVO, UT 84606
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CRD#: 7519629
RN
Professional summary
Robert Andrew Nelson, who also goes by Robert Nelson, is a registered financial advisor currently at SUNSET RETIREMENT ADVISORS LLC located in Provo, Utah.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Robert has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert 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.
1. RNS Investments LLC-investment related, 8732 W Gilmore Ave. Las Vegas NV 89129, real estate investments, managing member, May 2021, 2hours/mo; none during trading hours, raise capital for commercial real estate investment. 2.YWE Ventures LLC, GP of CC Mutual-investment related,2353 Rue Royale Henderson NV 89044, cryptocurrency investment, Finance Director, March 2021, 2hrs/mo, none during trading hours, accounting and tax preparation. 3. Donut LLC-non investment related, 8732 W Gilmore Ave Las Vegas NV 89129, accounting and tax, managing member, August 2020, 40hrs/mo and 10 during trading hrs, tax preparation for clients. 4. Shack Pack LLC-non investment related, 5705 Jaysin Douglas N Las Vegas NV 89031, quick service restaurant, Officer, November 2020, 2hrs/mo, none during trading hrs, bookkeeping services. 5.Nelson Enterprises LLC, non investment related, 8732 Gilmore Las Vegas NV 89129, personal investments with my brother, Managing Member, November 2020, 2hrs/mo, none during trading hrs, accounting services. 6.Lighthouse Charities, non-investment related, 3435 W Cheyenne Ste 103 N Las Vegas NV 89031, January 2017, Officer, 2hrs/mo, none during trading hrs, charitable organization, accounting and general consulting. 7.RNS Investments Pepsi LLC, non-investment related, 8732 W Gilmore Las Vegas NV 89129, started March 2023. real estate investment partnership, manager, appox. 1hr per month, compensation received. 8.BB8 LLC, non-investment related, 1528 Warm Springs, Henderson, NV 89014, started January 2023, accounting/finance, manager, approx. 5 hours per month, compensation received. 9. Nelson Professional Services LLC, non-investment related, 732 W Gilmore Ave Las Vegas NV 89129, started January 2023, tax and general consulting, managing member, approx. 10 hours per month, compensation received. 10.Nelson Family Foundation, President, 8732 W Gilmore Ave. Las Vegas NV 89129 11. Saber CPA, non investment related, 2411 Tech center court, suite 101, Las Vegas, NV, 89128, accounting and tax prep. Partner started June 1st, 2024. 160 hours per month total. All of these hours will occur during trading hours. Oversee operations, preparation of accounting records and tax returns.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Andrew 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®
NoneExperience
Current
September 18, 2025 - Present
SUNSET RETIREMENT ADVISORS LLC
Office #1: 350 East Center Street #10, Provo, UT 84606RIA
CRD#: 333226
PROVO, UT
Past
March 24, 2022 - November 13, 2024
WEST RIDGE ADVISORS
RIA
CRD#: 282718
HENDERSON, NV
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
Nevada(9/18/2025)
IAR
Utah(9/18/2025)
Current Firm
SR
SUNSET RETIREMENT ADVISORS LLC
SUNSET RETIREMENT ADVISORS | SUNSET RETIREMENT ADVISORS LLC
CRD#: 333226 / SEC#:
Nevada
Registered Investment Advisory firm - (6/18/2025 Approved)Utah
Registered Investment Advisory firm - (3/18/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
350 East Center Street #10, Provo, UT 84606
Mailing Address
Phone number
(801) 850-3013
Established
Firm type
Fiscal year end
# of Employees
2
0
Red Flags
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Company Information
SUNSET RETIREMENT ADVISORS LLC
CRD#: 333226Provo, UT 84606TRUST BUT VERIFY
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