Gregory G Nelson
Investment adviser representative at Soulence Wealth Management
27 yearsExperience
1 stateRegistered in
ChFC®Designation
$107.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Soulence Wealth ManagementMar 2026 to now
- G. Nelson Insurance Agency d/b/a Strategic Benefit CoachMay 1999 to now
- Scf Investment Advisors, Inc.Jul 2023 to Mar 2026
- Global View Capital Management, LLCFeb 2023 to Jul 2023
- Global View Capital Advisors, LLCJan 2023 to Jul 2023
- Brookstone Capital ManagementJun 2020 to Feb 2023
- Nylife Securities LLCOct 2013 to Mar 2019
- New York Life InsuranceJul 2013 to Apr 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (UT).
Soulence Wealth Management
Legal name: Soulence Wealth Management Ii LLC
$107.5MAssets managed
410Clients
11Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2246766
- Firm CRD
- 340580