Nellie L. Gabrielson

MIDWEST FINANCIAL PARTNERS

St. Cloud, MN 56301

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CRD#: 7954352

Professional summary

Nellie Lynn Gabrielson is a registered financial advisor currently at MIDWEST FINANCIAL PARTNERS located in St. Cloud, Minnesota.

Nellie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nellie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Granite City Gymnastics; not investment-related; St. Joseph, MN; gymnastics training facility; coach; 12/2024; 6 hours per month; 0 during securities trading hours; assist with coaching rec gymnastics.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nellie Lynn Gabrielson's CRS (Customer Relationship Summary).

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

August 9, 2024 - Present

MIDWEST FINANCIAL PARTNERS

Office #1: 912 West Saint Germain Street Suite #300, St. Cloud, MN 56301

RIA

CRD#: 173790

St. Cloud, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MIDWEST FINANCIAL PARTNERS

MIDWEST FINANCIAL PARTNERS | MIDWEST FINANCIAL PARTNERS, INC | MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.

CRD#: 173790 / SEC#: 801-80667

RIA

Registered Investment Advisory firm - (12/15/2014 Approved)

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

Minnesota
(8/9/2024)

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 65

Date: 8/9/2024

Uniform Investment Adviser Law Examination

Current Firm

MIDWEST FINANCIAL PARTNERS

MIDWEST FINANCIAL PARTNERS | MIDWEST FINANCIAL PARTNERS, INC | MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.

CRD#: 173790 / SEC#: 801-80667

RIA

Registered Investment Advisory firm - (12/15/2014 Approved)

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Contact information

Main Address

912 West Saint Germain Street Suite #300, St. Cloud, MN 56301

Mailing Address

Phone number

(320) 251-3752

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (2/26/2025)

Regulatory assets under management

Total Number of Accounts	5,421
AUM (Assets Under Management)	$ 1,263,584,127

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/25/2025	Cover Page	Report
07/25/2024	Cover Page	Report
11/27/2023	Cover Page	Report
11/28/2022	Cover Page	Report

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.

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Nellie L. Gabrielson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nellie Lynn Gabrielson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MIDWEST FINANCIAL PARTNERS

Primary Firm SEC Registration

MIDWEST FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/9/2024

Current Firm

MIDWEST FINANCIAL PARTNERS

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MIDWEST FINANCIAL PARTNERS

TRUST BUT VERIFY

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