Nelson Moen
Parr McKnight Wealth Management Group · Minneapolis, Minnesota
Nelson Moen is a fee-only financial advisor at Parr McKnight Wealth Management Group in Minneapolis, Minnesota. Nelson focuses on small business owners, retirement planning and founders (pre-exit). Parr McKnight Wealth Management Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
- Executives
- Early-career professionals
Facts
| Firm | Parr McKnight Wealth Management Group |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.07B across 2,040 accounts |
| SEC registration | Investment adviser representative in MN · CRD 6454482 |
| Exams passed | Series 66 (2018) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.parrmcknightwmg.com |
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Questions about Nelson
Is Nelson Moen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nelson holds no broker registration, and Parr McKnight Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nelson charge for financial advice?
Nelson's firm, Parr McKnight Wealth Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nelson Moen based?
Nelson Moen is based in Minneapolis, Minnesota.
What does Nelson specialize in?
Nelson's specialties include small business owners, retirement planning and founders (pre-exit). Nelson works with founders, retirees, pre-retirees, executives and early-career professionals.
Is Nelson Moen registered with the SEC?
Yes. Nelson Moen is registered as an investment adviser representative in MN (CRD 6454482), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Parr McKnight Wealth Management Group manage?
Parr McKnight Wealth Management Group reports $1.07B across 2,040 accounts in assets under management.
How do I contact Nelson Moen?
Through Nelson's website, www.parrmcknightwmg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Parr McKnight Wealth Management Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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