Ted Nielsen Email & Phone Number

Nashville, Tennessee, United States

Nashville, Tennessee, United States

Minnetonka, Minnesota, United States

Minneapolis, Minnesota, United States

Greater Minneapolis-St. Paul Area, United States

Our clients want wealth strategies focused first and foremost on long-term investing; life and long-term care protection (insurance), estate considerations to help ensure your wishes are honored and your family is taken care of, college savings strategies for kids, tax efficiency, and special needs considerations. My wife and I have more peace of mind and confidence knowing that we have a plan in place that will allow us to live the life we want, be generous however we can, and to protect each other if the unexpected occurs.My goal is to understand what's most important to you, meeting you where you are and then partnering with you on practical strategies that will get you to where you want to go. Give me a call or send me an email just to talk and see if I can be helpful to you. There's no obligation and no sales pitch. "If you fail to plan then you are planning to fail"

Minneapolis, Mn

Build a client base of individuals and families seeking guidance on securities investing, long-term care planning, tax efficiency, and debt management.Prepare complex financial plans using MoneyGuidePro and other planning tools to solve for client needs and then present actionable strategies as fee-based planning service.

Led the department’s highest-achieving team. Designed and facilitated a three-week on-boarding training for thirty-five new staff members. Collaborated with various department directors to synthesize and distribute a strategic communication plan to current and prospective clients. We surpassed our goal of $6 million in contract sales.

Duluth, Minnesota Area

While also working as the Program Coordinator of a growing campus mast, I chaired two campus committees, served on two others, and became the director of five residence halls, thereby having directorial roles in three different departments simultaneously. Promoted twice within two years.

B.A., Magna Cum Laude, English Language And Literature, General

Activities and Societies: Student representative to English Department, Spanish tutor, StepUP Program member, Resident AdvisorResident.

English Language And Literature, General

Bachelor'S Degree