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Terry Nelson, Cfp® Email & Phone Number

Olmsted Financial Group at Geneos Wealth Management
Location: Rochester, Minnesota, United States 8 work roles 5 schools
2 work emails found @olmstedfinancialgroup.com 4 phones found area 507, 212, and 800 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 4 phones

Work email t****@olmstedfinancialgroup.com
Direct phone (507) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Geneos Wealth Management
Role
Olmsted Financial Group
Location
Rochester, Minnesota, United States
Company size
51 employees

Who is Terry Nelson, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Terry Nelson, Cfp® is listed as Olmsted Financial Group at Geneos Wealth Management, a company with 51 employees, based in Rochester, Minnesota, United States. AeroLeads shows a work email signal at olmstedfinancialgroup.com, phone signal with area code 507, 212, 800, and a matched LinkedIn profile for Terry Nelson, Cfp®.

Terry Nelson, Cfp® previously worked as Investment Advisory Representative (IAR) at Geneos Wealth Management and Independent Financial Advisor at Olmsted Financial Group. Terry Nelson, Cfp® holds Cfp Certification Curriculum from The American College Of Financial Services.

Company email context

Email format at Geneos Wealth Management

This section adds company-level context without repeating Terry Nelson, Cfp®'s masked contact details.

{first}@olmstedfinancialgroup.com
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AeroLeads found 2 current-domain work email signals for Terry Nelson, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Terry Nelson, Cfp®

Since 1983, Terry has been deeply engaged in the financial and estate planning industries. In 1991, he founded Olmsted Financial Group, building a trusted practice that has served clients for over three decades. Terry and his firm specialize in providing pre-retirees and retirees with financial management solutions, estate planning strategies, and expert guidance to navigate the complexities of retirement risks.

Listed skills include Retirement Planning, Distribution Strategies, Wealth Preservation Planning, Estate Planning, and 2 others.

Current workplace

Terry Nelson, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Geneos Wealth Management
Geneos Wealth Management
Olmsted Financial Group
Rochester, MN, US
Website
geneoswealth.com
Employees
51
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Company profile
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8 roles

Terry Nelson, Cfp® work experience

A career timeline built from the work history available for this profile.

Investment Advisory Representative (Iar)

Current
Geneos Wealth Management

In the IAR capacity I offer investment advisory, financial planning, estate planning, non-discretionary, investment management and wealth management services.Securities & Advisory business offered through Geneos Wealth Management, Inc. Member FINRA/SIPC

Mar 2010 - Present

Financial Consultant

Mhn Government Services

US

Assist military service members and their families with personal financial readiness, money management, savings and budget counseling.

Oct 2008 - Dec 2012

Exclusive Financial Specialist

Allstate Financial Services, Llc

Lincoln, NE, US

Provided Financial Planning for customers of the Allstate Agents in SE Minnesota.

Oct 2001 - Mar 2010

Registered Representative

American Express

New York, NY, US

  • Served as Representative and District Manager for IDS/American Express
  • Responsible for hiring and recruiting.
  • Developed written financial plans.
  • Implemented investment and insurance products
  • Annual servicing reviews
Mar 1983 - Dec 1990

Agency Manager

Farm Bureau Financial Services

West Des Moines, IA, US

  • Served as Agency Manager for three Iowa counties.
  • Responsible for hiring and recruiting.
  • Reported to three county boards monthly.
  • Oversaw the sale and servicing of life insurance for estate planning.
Dec 1974 - Mar 1983

Field Investigator

Equifax

Atlanta, GA, US

As an investigator for insurance companies customers applying for life or auto insurance would require field underwriting. It would be necessary that a person's employment and standing in their neighborhood be confirmed. Occasionally a company would want confirmation of continued disability for an individual on an workcomp or disability claim.

Oct 1973 - Dec 1974
Team & coworkers

Colleagues at Geneos Wealth Management

Other employees you can reach at geneoswealth.com. View company contacts for 51 employees →

EF Erica Falbo Erica Falbo Colleague at Geneos Wealth Management Littleton, Colorado, United States, United States View → BY Brittany Young Brittany Young Colleague at Geneos Wealth Management Aurora, Colorado, United States, United States View → TA Thomas Adams Thomas Adams Colleague at Geneos Wealth Management Parker, Colorado, United States, United States View → AG Austin Gross Austin Gross Colleague at Geneos Wealth Management Littleton, Colorado, United States, United States View → RD Ryan Diachok Ryan Diachok Colleague at Geneos Wealth Management Englewood, Colorado, United States, United States View → BD Brent Donovan Brent Donovan Colleague at Geneos Wealth Management La Canada Flintridge, California, United States, United States View → GL Gary Linkous Gary Linkous Colleague at Geneos Wealth Management Bluefield, West Virginia, United States, United States View → PR Pamala Reichert Pamala Reichert Colleague at Geneos Wealth Management Denver Metropolitan Area, United States View → JB Janette Baca Janette Baca Colleague at Geneos Wealth Management Denver Metropolitan Area, United States View → SB Shelby Brown Shelby Brown Colleague at Geneos Wealth Management Tulsa Metropolitan Area, United States View →
5 education records

Terry Nelson, Cfp® education

Cfp Certification Curriculum

The American College Of Financial Services

Chartered Financial Consultant

The American College Of Financial Services

Bachelor Of Science - Bs

Minnesota State University, Mankato

Associate Of Science - As, General Studies

Iowa Central Community College

Education record

Belmond-Klemme Community Jr-Sr High School
FAQ

Frequently asked questions about Terry Nelson, Cfp®

Quick answers generated from the profile data available on this page.

What company does Terry Nelson, Cfp® work for?

Terry Nelson, Cfp® works for Geneos Wealth Management.

What is Terry Nelson, Cfp®'s role at Geneos Wealth Management?

Terry Nelson, Cfp® is listed as Olmsted Financial Group at Geneos Wealth Management.

What is Terry Nelson, Cfp®'s email address?

AeroLeads has found 2 work email signals at @olmstedfinancialgroup.com for Terry Nelson, Cfp® at Geneos Wealth Management.

What is Terry Nelson, Cfp®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 507, 212, 800 for Terry Nelson, Cfp® at Geneos Wealth Management.

Where is Terry Nelson, Cfp® based?

Terry Nelson, Cfp® is based in Rochester, Minnesota, United States while working with Geneos Wealth Management.

What companies has Terry Nelson, Cfp® worked for?

Terry Nelson, Cfp® has worked for Geneos Wealth Management, Olmsted Financial Group, Mhn Government Services, Allstate Financial Services, Llc, and American Express.

Who are Terry Nelson, Cfp®'s colleagues at Geneos Wealth Management?

Terry Nelson, Cfp®'s colleagues at Geneos Wealth Management include Erica Falbo, Brittany Young, Thomas Adams, Austin Gross, and Ryan Diachok.

How can I contact Terry Nelson, Cfp®?

You can use AeroLeads to view verified contact signals for Terry Nelson, Cfp® at Geneos Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Terry Nelson, Cfp® attend?

Terry Nelson, Cfp® holds Cfp Certification Curriculum from The American College Of Financial Services.

What skills is Terry Nelson, Cfp® known for?

Terry Nelson, Cfp® is listed with skills including Retirement Planning, Distribution Strategies, Wealth Preservation Planning, Estate Planning, Financial Planning, and Charitable Gift Planning.

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