Walter Nelson has been an investment adviser representative at Cabin Advisors since September 2025, and is not listed among the firm’s executive officers or direct owners.
Cabin Advisors, LLC is an Overland Park, KS firm with $220M under management, 414 clients and 13 advisers across 9 offices, as of its March 2026 filing.
Walter Nelson’s longest registration was 4 years at Arete Wealth Advisors, LLC (2020–2025). Before joining Cabin Advisors in 2025, Walter Nelson was registered through Arete Wealth Advisors, LLC and Park Avenue Securities LLC.
- Cabin Advisors, LLCCurrent– present · 1 yearRockwall, TX · Adviser representative · Firm CRD 312547
- Arete Wealth Advisors, LLC– · 4 yearsRockwall, TX · Adviser representative · Firm CRD 145488
- Park Avenue Securities LLC– · 1 yearDallas, TX · Adviser representative · Firm CRD 46173
- Copiam Wealth Management, LLC– · 1 yearRockwall, TX · Adviser representative · Firm CRD 173290
- Strategic Advisers, Inc.– · 2 yearsWestlake, TX · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Walter Nelson is registered as an investment adviser representative in Texas, since September 2025.
- TexasSince 17 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 22 April 2019 |
| Series 7TO | General Securities Representative Examination | 28 March 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 October 2012 |
| Series 7 | General Securities Representative Examination | 21 August 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 31 August 1993 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Walter Vincent Nelson
- CRD
- 2275929
- Firm
- Cabin Advisors · CRD 312547
- Office
- Rockwall, TX
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Walter Nelson work?
Walter Nelson is an investment adviser representative registered through Cabin Advisors, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Walter Nelson a financial advisor?
Yes. Walter Nelson has a current investment-adviser registration in Texas, through Cabin Advisors since September 2025.
How many years of experience does Walter Nelson have?
Walter Nelson has 15 years in the financial industry, since October 2010, across 5 adviser firms.
What exams has Walter Nelson passed?
Walter Nelson has passed 5 licensing exams: the Series 6, Series 7, Series 66, Series 7TO and Series 63. The earliest, the Series 6, was passed in August 1993. FINRA credited Walter Nelson with the SIE, which began in October 2018.
Where did Walter Nelson work before Cabin Advisors?
Before Cabin Advisors, Walter Nelson was registered through Arete Wealth Advisors, LLC, July 2020 to May 2025; Park Avenue Securities LLC, April 2019 to August 2020; Copiam Wealth Management, LLC, March 2017 to December 2018; Strategic Advisers, Inc., November 2012 to May 2015.
Where is Walter Nelson based?
Walter Nelson’s registered office is in Rockwall, TX.
Is Walter Nelson registered with FINRA?
Yes. Walter Nelson has a current broker registration, under CRD 2275929.
Source: FINRA BrokerCheck
How can I verify Walter Nelson’s record?
Search CRD 2275929 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Walter Nelson’s full registration record.