About Mei-Lyn Nelson

Mei-Lyn Nelson, CPA, CFP®, is an Independent Financial Consultant with a practice spanning more than 40 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 LPL Financial.   

 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
• Waukesha County Estate Counselors Forum
• Milwaukee Estate Counselor`s Forum, Inc.
• Women of Influence Alumni Club- Milwaukee Business Journal