Joel Nelson, Cfp® Email and Phone Number
Joel Nelson, Cfp® work email
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Joel Nelson, Cfp® personal email
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Joel Nelson, Cfp® phone numbers
I provide Investment Advisory Services and Financial Planning to professionals, small business owners and local non-profit and governmental organizations. I help you plan for your future, make wise investment decisions, and manage retirement plans.Please note that while appreciated, endorsements in the world of financial advising are viewed by our regulating agencies as "testimonials" and are not compliant. The bottom line is I love them, but have to hide them from public view. So thanks!The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.Please see website for full disclosures.206 Main St Sterling, CO 80751.
Nelson Financial, Llc
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FounderNelson Financial, Llc Dec 1999 - PresentSterling, Co, UsI founded Nelson Financial in 1999 to help rural families and professionals build wealth. While there are clearly more important things than money, wise use of money and investments is the best indicator I know of overall success. Investing in your future helps create prosperous families and communities.
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OwnerSouth Platte Agency Inc. Apr 2016 - PresentSterling, Co, UsI provide leadership for our team of farm and home insurance professionals. We specialize in helping protect the assets of farms, ranches and the unique professionals serving rural America. -
Financial PlannerSecurities America, Inc. Member Finra/Sipc May 2010 - PresentLa Vista, Nebraska, UsI work mostly with professionals and small business owners including farmers and ranchers. I enjoy solving complex problems and love working with accountants and attorneys both as clients and as collaborators for our mutual clients benefit. The largest group of professionals I work with are physicians and other healthcare providers. -
Financial AdvisorValic May 2000 - May 2010Houston, Tx, UsI worked primarily with local organizations and their employees developing retirement plans and providing financial planning and investing assistance to their employees. I developed many great relationships with employers, individual investors and colleagues as we navigated the tech bubble, the credit bubble and the AIG scandal. Definitely not boring. -
Pharmaceutical RepresentativeSanofi 1996 - 1999Paris, France, FrI had the great privilege of serving primary care physicians by helping them understand blood pressure an atherosclerosis medication. I worked with a super team and got to meet so many fantastic primary care doctors. Loved every minute of it. -
Production SupervisorCr Bard 1995 - 1996Murray Hill, New Jersey, UsWe primarily manufactured complex cardiac catheters used by cardiologists to diagnosis and treat cardiovascular diseases. -
Merchandising ManagerCargill Feb 1991 - Jul 1991Wayzata, Minnesota, UsMy first big promotion. Enjoyed California and trading commodities, primarily to support dairy feed manufacturing at our facility there. -
Administrative Manger TrainingCargill Jul 1990 - Jan 1991Wayzata, Minnesota, UsGreat first job out of college helping to run all aspects of a small feed manufacturing facility. Use many of the same tools and skills I learned there to this day. Great business experience. Great management team. Loved it. Loved Kansas too!
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WaiterLutsen Resort 1985 - 1990Such and honor to pay my way through college by working summers at this great resort founded by my great-great grandfather CAA Nelson who homesteaded this land with his wife Anna back in 1885 at the age of 22. His exploits are legend. I could not think of a better way to spend my summers. You learn amazing things about people when you wait tables for a living. Cool.
Joel Nelson, Cfp® Skills
Joel Nelson, Cfp® Education Details
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University Of Minnesota DuluthIndustrial Engineering -
Cook County Senior High School
Frequently Asked Questions about Joel Nelson, Cfp®
What company does Joel Nelson, Cfp® work for?
Joel Nelson, Cfp® works for Nelson Financial, Llc
What is Joel Nelson, Cfp®'s role at the current company?
Joel Nelson, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ at Securities America, Inc. Member FINRA/SIPC.
What is Joel Nelson, Cfp®'s email address?
Joel Nelson, Cfp®'s email address is jc****@****ail.com
What is Joel Nelson, Cfp®'s direct phone number?
Joel Nelson, Cfp®'s direct phone number is 197046*****
What schools did Joel Nelson, Cfp® attend?
Joel Nelson, Cfp® attended University Of Minnesota Duluth, Cook County Senior High School.
What are some of Joel Nelson, Cfp®'s interests?
Joel Nelson, Cfp® has interest in Leadership, Social Services, Children, Skiing, Economic Empowerment, Exploring, Education, Mentoring, Coaching Youth Sports, Sailing.
What skills is Joel Nelson, Cfp® known for?
Joel Nelson, Cfp® has skills like Retirement Planning, Investments, Financial Advisory, Securities, Retirement, Strategic Financial Planning, Wealth Management, 401k, Certified Financial Planner, Investment Advisory, Retirement Plan Consulting, Qualified Retirement Plans.
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