About Mei-Lyn Nelson
Mei-Lyn Nelson, CPA, CFP®, CLU, ChFC is an Independent Financial Consultant with a practice spanning more than 35 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