Joseph Keyes Nelson

Financial advisor at Emde Wealth Management LLC · Bloomfield Hills, MI

Last updated 2026-10-10

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Joseph Keyes Nelson is a financial advisor at Emde Wealth Management LLC in Bloomfield Hills, MI, CRD 1523933. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2001-11-09.

Registration

CRD number
1523933
Registration status
Active
IAPD registration
2001-11-09
Industry Experience
24 years
Work Experience
17 years
States registered
MI

Licenses and exams

  • Series 65
  • Series 63

Designations

  • CFP®

Work history

  • 2009-10 to 2017-06 · Blackrock Investment, LLC · Los Angeles, CA
  • 2017-06 to 2019-06 · Unemployed · Bloomfield Hills, MI
  • 2019-06 to 2020-06 · Hightower Advisers, LLC · Chicago, IL
  • 2023-02 to 2023-08 · Aurora Securities · Troy, MI
  • 2017-08 to Present · Joseph K. Nelson, LLC · Bloomfield Hills, MI
  • 2025-08 to Present · Regulus Financial Group, LLC · Bloomfield Hills, MI
  • 2025-09 to Present · Emde Wealth Management, LLC · Bloomfield Hills, MI

Current employment

  • Emde Wealth Management LLC · Bloomfield Hills, MI

SEC IAPD record for Joseph Keyes Nelson

About

Joseph Keyes Nelson is a CFP® financial advisor at Emde Wealth Management LLC in Bloomfield Hills, MI. Reported securities licenses include Series 65 and Series 63. The latest record indicates 24 years of industry experience and 17 years of reported work history. Reported roles include Regulus Financial Group, LLC, Joseph K. Nelson, LLC, Aurora Securities, Hightower Advisers, LLC, among others.

SEC disclosures list additional business and community activities: Name: None: Name: 846 s; Bloomfield hills, 48301; business consulting; owner; start date: 6/25/2019; 4 hours per month; 0 during trading hours; business consulting practice.

Location

7 West Square Lake Road, Bloomfield Hills, MI 48302

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Official record

View the official SEC IAPD record

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