Emily Nelson
Investment adviser representative at Alpha Financial Partners LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$459.9MFirm 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
- Pension consulting
Experience
10 years in the industry.
- Alpha Financial Partners LLCJul 2025 to now
- Sanctuary Advisors, LLCNov 2023 to Jun 2025
- Mcf Advisors, LLCApr 2021 to Nov 2023
- The Jockey ClubFeb 2018 to Apr 2021
- UnemployedSep 2017 to Feb 2018
- NyraJul 2017 to Sep 2017
- Watchandwager.comJan 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (KY).
Alpha Financial Partners LLC
$459.9MAssets managed
402Clients
6Advisers
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
- 7775424
- Firm CRD
- 306639