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Elissa Nelson

THE GOODLAND GROUP
Lake Stevens, WA
Some features on this profile are disabled
CRD#: 7773642
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Professional summary

Elissa Nelson, who also goes by Elissa Epoch, is a registered financial advisor currently at THE GOODLAND GROUP located in Lake Stevens, Washington.

Elissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Elissa has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elissa Epoch

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 Elissa 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®
None

Experience

Current

December 5, 2025 - Present

THE GOODLAND GROUP

RIA
CRD#: 306567
Lake Stevens, WA
Past

November 13, 2023 - December 2, 2025

BRIGHTON JONES LLC

RIA
CRD#: 108601
SEATTLE, WA

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
Washington
(12/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/11/2023
Uniform Investment Adviser Law Examination

Current Firm

THE GOODLAND GROUP
THE GOODLAND GROUP
NATALIE TAYLOR CONSULTING SERVICES, LLC | THE GOODLAND GROUP

CRD#: 306567 / SEC#:

California
Registered Investment Advisory firm - (1/16/2020 Approved)
Colorado
Registered Investment Advisory firm - (1/6/2023 Approved)
New Jersey
Registered Investment Advisory firm - (10/14/2025 Approved)
New York
Registered Investment Advisory firm - (5/19/2021 Approved)
North Carolina
Registered Investment Advisory firm - (9/18/2025 Approved)
Texas
Registered Investment Advisory firm - (11/17/2020 Conditional Restricted)
Washington
Registered Investment Advisory firm - (1/3/2022 Approved)
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Contact information

Main Address
Goleta, CA
Mailing Address
Phone number
(858) 336-7646
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts250
AUM (Assets Under Management)$ 46,086,075

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

THE GOODLAND GROUP

THE GOODLAND GROUP

CRD#: 306567Lake Stevens, WA

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