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+1 651-638-9428
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| 1957 Lake St, Saint Paul, MN, 55113 | |
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0.6 miPleasant St
0.6 miFulham St
0.6 miEustis St
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Specialties
We provide a small number of clients with the highest level of PERSONAL financial advice & service possible, helping them successfully achieve their financial goals and dreams.
Meet the Business Owner
Terry N.
Business Owner
Terry Nelson, CFPTM M.S., has been in the financial planning and financial services industry since 1985 and has been a Certified Financial Planner since March of 1993. He is a Registered Investment Advisor providing services to high net worth individuals. As a member of the local chapter of the Financial Planning Association of Minnesota, Mr. Nelson served as a highly respected member of their Board of Directors for six years as well as serving on several committees.
After high school in Wisconsin, he graduated with an Associates Degree in Law Enforcement from Eau Claire Community College in 1984. He also attended Mankato State University from 1984 to 1985 where he studied law enforcement. In 1985 Mr. Nelson started his own business in the insurance industry as a health, annuity and life insurance professional. Then in 1989 he began specializing in personal financial planning. He received his CFPTM designation from the College for Financial Planning in 1993.
