Nelson Moen
advicer.bio/nelsonmoen

Nelson Moen

Partner at Parr Mcknight Wealth Management Group

Verified advisor · CRD 6454482
Parr Mcknight Wealth Management Group
Listed in People
Financial AdvisorAdvisorTech
#373LinkedIn rankOn Advicer, by followersLinkedInUpdated Oct 20261,320followersMessage NelsonContact Nelson on LinkedIn
What I'm working on
Updated Oct 6, 2026

Launching our forms new digital market strategy.

12
Tools in my stack
eMoney
Client Portal, Financial Planning, Account Aggregation
Claude for Financial Advisors
AI Platforms, AI Assistants/Agents, Client Meeting Support +4 more
Orion
Compliance, Portfolio Management, TAMP
Jump
Client Meeting Support, AI Assistants/Agents, AI Platforms
FP Alpha
Estate Planning, Tax Planning
+7 more
Wealthbox
CRM
Microsoft 365 Copilot
AI Platforms
GReminders
Schedule Apps
Presults
Communications Archiving/Monitoring
YCharts
Investment Data/Analytics
Zoom
Video Meetings & Messaging
Zoom Phone
Phone & VoIP
0
Events coming up
0
Books, pods, letters
4
Things I'm open to
Podcast Guest
Fintech Startups
RIA Process Development
Think Tank