CN
Carson T. Nielsen
GATEWAY FINANCIAL & ESTATE PLANNING
LEHI, UT 84045
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CRD#: 7784389
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Professional summary
Carson Thomas Nielsen, who also goes by Carson Nielsen, is a registered financial advisor currently at GATEWAY FINANCIAL & ESTATE PLANNING, INC. located in Lehi, Utah.
Carson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Carson has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Carson 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.
1) GATEWAY INSURANCE SERVICES, INC.; INV REL; POCATELLO, ID; INSURANCE PRODUCTS SALES AND SERVICES; INSURANGE AGENT; 12/2018; GREATER THAN 20% OF TIME IN THIS ACTIVITY; 36 HRS/MO 0 HRS DURING SEC TRADING. 2) FEDERAL BENEFITS ADVISORY GROUP, LLC; NOT INV REL; POCATELLO, ID; BENEFITS COUNSELOR/EDUCATOR; 09/2015; APPROX 10% OF TIME IN THIS ACTIVITY; 08 HRS/MO 0 HRS DURING SEC TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Carson Thomas 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®
NoneExperience
Current
July 17, 2023 - Present
GATEWAY FINANCIAL & ESTATE PLANNING, INC.
Office #1: 2901 W Bluegrass Blvd Suite 200, Lehi, UT 84045RIA
CRD#: 144741
LEHI, UT
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
Florida(4/16/2025)
IAR
Indiana(3/18/2025)
IAR
Maryland(7/1/2025)
IAR
Nevada(7/24/2023)
IAR
New York(4/11/2025)
IAR
Oregon(7/17/2023)
IAR
Utah(7/17/2023)
IAR
Washington(7/17/2023)
Current Firm
GF
GATEWAY FINANCIAL & ESTATE PLANNING, INC.
GATEWAY FINANCIAL & ESTATE PLANNING, INC.
CRD#: 144741 / SEC#:
Arizona
Registered Investment Advisory firm - (10/9/2019 Approved)California
Registered Investment Advisory firm - (10/24/2022 Approved)Florida
Registered Investment Advisory firm - (4/11/2025 Approved)Idaho
Registered Investment Advisory firm - (11/2/2007 Approved)Indiana
Registered Investment Advisory firm - (3/18/2025 Approved)Maryland
Registered Investment Advisory firm - (7/1/2025 Approved)Nevada
Registered Investment Advisory firm - (1/10/2023 Approved)New York
Registered Investment Advisory firm - (4/11/2025 Approved)Oregon
Registered Investment Advisory firm - (1/5/2022 Approved)Texas
Registered Investment Advisory firm - (3/11/2021 Conditional Restricted)Utah
Registered Investment Advisory firm - (10/29/2008 Approved)Virginia
Registered Investment Advisory firm - (8/12/2025 Approved)Washington
Registered Investment Advisory firm - (5/17/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Pocatello, ID
Mailing Address
Phone number
(208) 233-4182
Established
Firm type
Fiscal year end
# of Employees
4
Red Flags
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Company Information
GATEWAY FINANCIAL & ESTATE PLANNING, INC.
CRD#: 144741Lehi, UT 84045TRUST BUT VERIFY
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