Gregory Nelson has been an investment adviser representative at Soulence Wealth Management II since April 2026, and is not listed among the firm’s executive officers or direct owners.
Soulence Wealth Management II LLC is a Pleasant Grove, UT firm with $108M under management, 410 clients and 5 advisers across 3 offices, as of its June 2026 filing.
Gregory Nelson’s longest registration was 2 years at Brookstone Capital Management LLC (2020–2023). Before joining Soulence Wealth Management II in 2026, Gregory Nelson was registered through SCF Investment Advisors, Inc. and Global View Capital Management LLC.
- Soulence Wealth ManagementCurrent– present · under a yearHurricane, UT · Adviser representative · Firm CRD 340580
- SCF Investment Advisors, Inc.– · under a yearSt George, UT · Adviser representative · Firm CRD 123608
- Global View Capital Management LLC– · under a yearSt. George, UT · Adviser representative · Firm CRD 158292
- Brookstone Capital Management LLC– · 2 yearsHurricane, UT · Adviser representative · Firm CRD 141413
Investment adviser representative registrations
Gregory Nelson is registered as an investment adviser representative in Utah, since April 2026.
- UtahSince 10 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 22 June 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 June 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gregory G Nelson
- CRD
- 2246766
- Firm
- Soulence Wealth Management II · CRD 340580
- Office
- Hurricane, UT
- Registration
- Investment adviser registration
- In the industry since
- February 1996
- Disciplinary history
- Not yet shown here · SEC record
Where does Gregory Nelson work?
Gregory Nelson is an investment adviser representative registered through Soulence Wealth Management II LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Gregory Nelson a financial advisor?
Yes. Gregory Nelson has a current investment-adviser registration in Utah, through Soulence Wealth Management II since April 2026.
How many years of experience does Gregory Nelson have?
Gregory Nelson has 30 years in the financial industry, since February 1996, across 4 adviser firms.
What exams has Gregory Nelson passed?
Gregory Nelson has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in June 1992. FINRA credited Gregory Nelson with the SIE, which began in October 2018.
Where did Gregory Nelson work before Soulence Wealth Management II?
Before Soulence Wealth Management II, Gregory Nelson was registered through SCF Investment Advisors, Inc., July 2023 to March 2024; Global View Capital Management LLC, February 2023 to July 2023; Brookstone Capital Management LLC, June 2020 to February 2023.
Where is Gregory Nelson based?
Gregory Nelson’s registered office is in Hurricane, UT.
Is Gregory Nelson registered with FINRA?
No. Gregory Nelson has no current broker registration.
How can I verify Gregory Nelson’s record?
Search CRD 2246766 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Nelson’s full registration record.
