Kevin Alan Nelson
Investment adviser representative at Corus Family Wealth Advisors, Inc.
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$619.5MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Corus Family Wealth Advisors, Inc.Jan 2007 to now
- Schubert & Company, Inc.Nov 2006 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Corus Family Wealth Advisors, Inc.
$619.5MAssets managed
133Clients
9Advisers
6 yearsIn 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
- 5275778
- Firm CRD
- 114702