Nelson Financial Group, Inc.

CONNECT

Address:

445 Prospect Dr
Brookfield, WI 53005-4077

Phone:

262-814-1000

Fax/Other:

262-814-1010

About Mei-Lyn Nelson

Mei-Lyn Nelson, CPA, CFP®, CLU, ChFC is an Independent Financial Consultant with a practice spanning more than 30 years. In 1997, she formed her own company, the Nelson Financial Group, Inc., to better serve her clients and allow her the opportunity to pursue her specialities of Retirement Planning, Investment Managment, Tax Planning and Financial Consulting. Mei-Lyn is an Investment Advisor Representative offering securities and investment advisory services through NEXT Financial Group,  Inc.   

 Mei-Lyn is a member of the following organizations:

 

  • Wisconsin Institute of Certified Public Accountant
  • American Institute of Certified Public Accountants
  • Institute of Certified Financial Planners
  • Society of Financial Professionals
  • National Assoc. of  Insurance and Financial Advisors
  • Waukesha County Estate Counselors Forum
  • Milwaukee Estate Counselor`s Forum, Inc.
  • Financial Planning Association
  • Life and Qualifying Member of the Million Dollar Round Table
  • Women of Influence Alumni Club- Milwaukee Business Journal

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck