Nelson Financial Group

Midvale, UT

Utah

Registered In

01/10/2022

Incorp. Date

Company Summary

Nelson Financial Group at 6955 Union Park Ctr STE 550, Midvale, Ut 84047 lists Brad Neves of Midavel, UT.

Overview

Registered In

Utah

Incorporation Date

01/10/2022

Company Type

Dba

Status

Active - Current

Registration Type

Domestic

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People

Brad Neves Registered Agent

6955 UNION PARK CTR STE 550, MIDAVEL, UT 84047

Map & Locations

6955 UNION PARK CTR STE 550, MIDVALE, UT 84047 View Map

Financials

Financial Information for Nelson Financial Group

Form 5500

NELSON FINANCIAL GROUP

6955 S Union Park Center Suite 550, Midvale, Ut 84047 (801) 568-2626 EIN:20-2785539 Plan Admin:Maxwell Nelson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2020	Plan NameNELSON FINANCIAL GROUP 401(K) PLAN Plan #001 Participants BOY/EOY22 / 24 Assets BOY/EOY$404,306 / $588,043	2020	NELSON FINANCIAL GROUP 401(K) PLAN - Plan #001	22 / 24	$404,306 / $588,043
2019	Plan NameNELSON FINANCIAL GROUP 401(K) PLAN Plan #001 Participants BOY/EOY20 / 22 Assets BOY/EOY$212,211 / $404,306	2019	NELSON FINANCIAL GROUP 401(K) PLAN - Plan #001	20 / 22	$212,211 / $404,306

Benefit & Retirement Plans based on Form 5500.

PPP Loans

NELSON FINANCIAL GROUP LLC

6955 S Union Park Ctr Ste 550, Midvale, UT 84047-6521 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
03/26/2021	Approved$301,012 Forgiven$302,950 LenderZions Bank, A Division of Jobs27	03/26/2021	$301,012	$302,950	Zions Bank, A Division of	27
04/10/2020	Approved$310,600 Forgiven$312,351 LenderSunwest Bank Jobs26	04/10/2020	$310,600	$312,351	Sunwest Bank	26

PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:6955 Union Park Ctr Ste 550 Midvale, UT

Nfg Brokerage, LLC Registered in Massachusetts	Pittsfield, MA Midvale, UT	View Report
Nfg Brokerage Registered in Utah	Midvale, UT	View Report
Nfg Brokerage Insurance Services Registered in Utah	Midvale, UT	View Report
Nfg Brokerage, LLC Registered in Utah	Midvale, UT	View Report
Up Life Registered in Utah	Midvale, UT	View Report
Nfg Advisors Registered in Utah	Midvale, UT	View Report
Nelson Financial Group Mn LLC Registered in Minnesota	Brooklyn Park, MN Midvale, UT	View Report

Related Business Names:

Nelson Financial Group Inc Registered in New Jersey		View Report
Nelson-Patterson Financial Group, LLC Registered in New Jersey		View Report
J. Nelson Financial Group, LLC Registered in Ohio	Ohio	View Report
Nelson Financial Group, Inc. Registered in Ohio	Dayton, OH	View Report
Nelson Financial Group, LLC Registered in Arizona	Dover, DE Phoenix, AZ (1 more)	View Report
Nelson Financial Group, LLC Registered in Florida	North Lauderdale, FL Royal Palm Beach, FL	View Report
Nelson Financial Group LLC Registered in Colorado	Aurora, CO Englewood, CO	View Report
Nelson Financial Group Management Inc Registered in Colorado	Aurora, CO Englewood, CO	View Report
Nelson Financial Group Registered in Utah	Midvale, UT	View Report
Nelson Financial Group Inc. Registered in Washington	Seattle, WA	View Report
Nelson Financial Group, Inc. Registered in Florida	Odessa, FL Tampa, FL	View Report
Nelson Reed Financial Group, Inc. Registered in Minnesota	Columbia Heights, MN	View Report
Nelson Financial Group, LLC Registered in Montana	Kalispell, MT Midvale, UT	View Report
Nelson Financial Group, LLC Registered in Montana	Kalispell, MT Midvale, UT	View Report
Nelson Financial Group, Inc. Registered in Wisconsin	Brookfield, WI	View Report
Nelson Financial Group Inc. Registered in Montana	Missoula, MT	View Report
Nelson Financial Group Inc. Registered in Oklahoma	Edmond, OK	View Report
Nelson Financial Group Registered in California	Torrance, CA	View Report

Address Match:6955 Union Park Ctr Midvale, UT

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Tandem National Mortgage, Inc. Registered in Idaho	Midvale, UT	View Report
Workforce Solution, Inc. Registered in Idaho	Midvale, UT Salt Lake City, UT	View Report
Tandem Associates, Inc. Registered in California	Midvale, UT Camarillo, CA	View Report
5615 Highpoint Irving, LLC Registered in Texas	Austin, TX Midvale, UT	View Report
Capmark Bank Registered in California	Midvale, UT Sacramento, CA	View Report
Cb Silicon Valley Portfolio, LLC Registered in California	Midvale, UT	View Report
Cb Silicon Valley Self Store, LLC Registered in California	Midvale, UT	View Report
Cb Summit Business Center, LLC Registered in California	Wilmington, DE (1 more)	View Report
Grandbury Road Apartments Ft. Worth, LLC Registered in Texas	Midvale, UT	View Report
Direct Services, LLC Registered in North Carolina	Midvale, UT	View Report
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Sources

The following government agencies have contributed data:

• Utah Division of Corporations and Commercial Code • U.S. Department of Labor • U.S. Small Business Administration