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Kevin Arthur Nelson

Financial Advisor/ShareholderFinancial Synergies Wealth Advisors, Inc.CRD 4819421

About Kevin Arthur Nelson

Kevin Arthur Nelson is listed as Financial Advisor/Shareholder at Financial Synergies Wealth Advisors, Inc. in Houston, TX. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Financial Synergies Wealth Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kevin Arthur Nelson work?

Kevin Arthur Nelson is listed as Financial Advisor/Shareholder at Financial Synergies Wealth Advisors, Inc. on SEC Form ADV.

How much of Financial Synergies Wealth Advisors, Inc. does Kevin Arthur Nelson own?

Form ADV reports a beneficial ownership band of 5-10%.

Financial Synergies Wealth Advisors, Inc.

TitleFinancial Advisor/Shareholder
Ownership5-10%
Control personNo
Since2025
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