Kiplinger.com

"Paladin supplies the most detailed biographies of any of the sites we reviewed, all in a quick reference format that makes for easy comparisons. In addition to the advisor's contact info, specialities and certifications, it details their fee structures, tells you how many years of experience they have, and outlines their investment philosophy in a simple yes-or-no, Q&A format." Awarded Four-Stars by Kiplinger.com, December, 2004

Five Star Quality Rating

Paladin uses a proprietary process for rating the quality of financial advisor and financial planner credentials, ethics, business practices, and services. You can learn more about this process by going to the Disclosure Information page on the PaladinRegistry.com website.

Five Star Quality Rating

This advisor may have a minimum net worth requirement for consumers who are seeking one or more planning services (financial, college, retirement, tax, estate). This is an important number because you do not want to waste your time talking to advisors who have minimum requirements that exceed your net worth.

Please DO NOT contact this advisor if you do not meet his or her minimum net worth requirement for planning services.

Net worth is all of your assets minus any debt you may have.

This advisor may have a minimum asset requirement for consumers who are seeking investment advice and services. This is an important number because you do not want to waste your time talking to advisors who have minimum requirements that exceed your available assets.

Please DO NOT contact this advisor if you do not meet his or her minimum requirement for available assets.

Available assets are liquid and currently invested in money market, CDs, mutual funds, ETFs, and other types of securities. Some assets may be illiquid, for example real estate and annuities with penalties for withdrawal.

Terry Nelson

Roseville, Minnesota, 55113

Registry Member Since: 2004

Years of Financial Experience: 22

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It is vitally important that your financial advisor is both highly educated and dedicated specifically to you and your family in helping you achieve your financial goals and dreams. That's why we work with only a small number of clients, so you can be assured of receiving the Personal Service, Time, Attention, and Commitment you need to achieve financial security today and in the future. With a CFP, a Masters Degree in Financial Planning and more than 20 years of experience, I am a trusted advisor who can help you achieve the financial peace of mind that comes from knowing your hopes and dreams are secure at each stage of your life.

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Client Minimums

Planning:

$250,000 to $499,999

Investment:

$250,000

Types of Clients

Individuals & Families

Client Services