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RIA / WealthAdvisorCertified Financial Planner27 years in industry

Joshua Paul Nelson

Advisor at KEYSTONE FINANCIAL SERVICES

LOVELAND, CO

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Search this name across graphsid dfx:ria:335c020e-b734-c038-2da1-8a47f12f4b41

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Apr 25, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KEYSTONE FINANCIAL SERVICES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 30, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 30, 1999
First registration: Apr 25, 2001
Dual registered: no
Other names: JOSH NELSON
IAPD individual key: 3266165

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KEYSTONE FINANCIAL SERVICES	Independent wealth	Dec 3, 2020	n/a	yes	LOVELAND, CO	Current employment
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Jan 17, 2017	May 1, 2019	no	LOVELAND, CO	Previous registration
CWM, LLC	Bd affiliated wealth	May 26, 2016	Jan 26, 2021	no	Loveland, CO\|Loveland, CO	Previous registration
WESTERN WEALTH MANAGEMENT LLC	Former SEC adviser	Apr 17, 2014	May 27, 2016	no	GOLDEN, CO\|LOVELAND, CO	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 16, 2010	Oct 30, 2015	no	LOVELAND, CO\|LOVELAND, CO\|GOLDEN, CO	Previous registration
ADDISON AVENUE FINANCIAL PARTNERS, LLC	n/a	Mar 29, 2005	Dec 23, 2010	no	LOVELAND, CO\|FORT COLLINS, CO\|ROCKLIN, CA\|LOVELAND, CO	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Apr 25, 2001	Dec 1, 2006	no	FT. COLLINS, CO\|LOVELAND, CO\|LOVELAND, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CWM, LLC	CETERA ADVISOR NETWORKS LLC	Jan 26, 2021	Jan 17, 2017	-1,470	Firm change after gap	Other
CETERA ADVISOR NETWORKS LLC	KEYSTONE FINANCIAL SERVICES	May 1, 2019	Dec 3, 2020	582	Firm change after gap	Ibd to new firm
WESTERN WEALTH MANAGEMENT LLC	CWM, LLC	May 27, 2016	May 26, 2016	-1	Firm change	Other
LPL FINANCIAL LLC	WESTERN WEALTH MANAGEMENT LLC	Oct 30, 2015	Apr 17, 2014	-561	Firm change after gap	Other
ADDISON AVENUE FINANCIAL PARTNERS, LLC	LPL FINANCIAL LLC	Dec 23, 2010	Dec 16, 2010	-7	Firm change	Other
CUSO FINANCIAL SERVICES, L.P.	ADDISON AVENUE FINANCIAL PARTNERS, LLC	Dec 1, 2006	Mar 29, 2005	-612	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
167344:155344:CO:2016-05-27	May 27, 2016	May 26, 2016	LOVELAND, CO	Firm change

Relationships

Registered with (7)

→ KEYSTONE FINANCIAL SERVICESRegistered adviserregistration: current employment
Dec 3, 2020 to presentfactForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
May 26, 2016 to Jan 26, 2021factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Jan 17, 2017 to May 1, 2019factForm ADV
→ WESTERN WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Apr 17, 2014 to May 27, 2016factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 16, 2010 to Oct 30, 2015factForm ADV
→ ADDISON AVENUE FINANCIAL PARTNERS, LLCRegistered adviserregistration: previous registration
Mar 29, 2005 to Dec 23, 2010factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Apr 25, 2001 to Dec 1, 2006factForm ADV

Dated events

No dated event names this entity yet.