CRD: 297597
RED SKY Financial Planning, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-29-2018
- Office Locations
- 1
Office Locations
About RED SKY Financial Planning, LLC
Red Sky Financial Planning, LLC is a fee-only planning firm in Wilsonville, Oregon, founded by Craig Nelson (CFP®, CPA). The practice helps motivated individuals and families pursue and maintain financial independence through a personalized planning process from plan creation through implementation. Portfolios primarily use ETFs, and the firm maintains relationships with Charles Schwab & Co. Member of NAPFA and XY Planning Network.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CRAIG E NELSON
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #5338590
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,826,326 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,826,326 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing