Headshot of Barry Nelson, Bitcoin-aware financial advisor in Olathe, KS

Barry Nelson

CMFC™CEPA
Olathe, KS

About Barry Nelson

Barry Nelson is a Senior Vice President and Private Wealth Advisor at Prosperity Advisors, where he leverages over 35 years of experience in the financial services industry to deliver exceptional value to his clients. With a proven track record of driving revenue growth and nurturing key relationships, Barry combines his extensive knowledge of diverse financial products with a commitment to ethical practices in both B2B and B2C environments.

Throughout his career, Barry has excelled in motivating teams, executing strategic sales initiatives, and presenting complex financial concepts with clarity. He is well-versed in public and private credit, blockchain technology, portfolio management, and succession planning. His leadership skills have led to the development of high-performing teams that consistently exceed ambitious sales targets, all while upholding the highest standards of integrity.

In addition to his advisory role, Barry is the author of "Get Good: The 7 Habits of Successful Financial Professionals" and has crafted innovative training programs encompassing web 3, blockchain, ESOP, financial sales training, and marketing strategies. He holds FINRA licenses 7, 63, and 65, along with multiple industry certifications, further showcasing his dedication to professional excellence.

Outside of his professional pursuits, Barry enjoys engaging in community initiatives and spending quality time with his family, reflecting his belief in the importance of personal relationships both in and out of the office.

Areas of Focus

Advisors listed on Bitcoin Wealth Platform commonly work at the intersection of traditional financial planning and Bitcoin or other digital assets. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

A Bitcoin aware financial advisor can help you think through how digital assets interact with the rest of your financial life. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CMFC™CEPA

Why You Can Trust Barry

Verified credentials and professional qualifications

Professional Credentials
CMFC™CEPA

Licensed and certified to provide financial advisory services

Years of Experience

22+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Olathe, KS and surrounding areas

Firm Affiliation

Prosperity Advisors

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Barry's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

4068747

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Before engaging Barry Nelson, consider asking questions such as: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Barry Nelson is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.