Carl Edward Nelson
President - WealthspireWealthspire Retirement, LLCCRD 2243802
About Carl Edward Nelson
Carl Edward Nelson is listed as President - Wealthspire at Wealthspire Retirement, LLC in Aliso Viejo, CA. Form ADV reports a beneficial ownership band of Under 5%. Carl Edward Nelson is associated with 12 registered advisers.
Reported ownership
Owns Under 5% of Wealthspire Retirement, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Carl Edward Nelson work?
Carl Edward Nelson is listed as President - Wealthspire at Wealthspire Retirement, LLC on SEC Form ADV.
How much of Wealthspire Retirement, LLC does Carl Edward Nelson own?
Form ADV reports a beneficial ownership band of Under 5%.
Wealthspire Retirement, LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Fi3 Financial Advisors, LLC
| Title | President, Wealthspire, Lp |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Wealthspire Advisors LLC
| Title | President, Wealthspire, Lp |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Gm Advisory Group, LLC
| Title | President, Wealthspire, Lp |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Roundangle Advisors LLC
| Title | President, Wealthspire, Lp |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Axia Advisory, LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Fiducient Advisors LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Marin Financial Advisors LLC
| Title | President, Wealthspire, Lp |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Sst Benefits Consulting & Insurance Services, LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Fiduciary First, LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Accountants Proprietary Financial Servicenet, Inc.
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Sellwood Investment Partners LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |