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.

Current firm

MISSION FINANCIAL PLANNING, INC.

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Jul 22, 2022

First registration

Nov 4, 2022

Dual registered

no

Other names

Nate Nielsen|Nathan Nielsen

IAPD individual key

7386165

• Occurred

  Jan 26, 2024
  Advisor changed firm

  Nathan Eric Nielsen left Ameriprise Financial Services, Llc for Mission Financial Planning, Inc. (registered 2025-10-06)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e37bd308-2b66-9319-a96f-0c2308256bd8

First observed

Nov 4, 2022

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.