Terry Nelson, CFP®
Roseville, Minnesota, 55113
Member Since 2004
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.
My Location
Background Information
Years of Financial Experience
- 27
Education
- Eau Claire Community College (Law Enforcement)
- MSU (Bachelors in Finance)
- College for Financial Planning (Masters Degree in Financial Planning)
Certifications and Designations
- CFP®
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- TD Ameritrade Inst.
Types of Financial Reports
- Performance Report (Annually)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Bi-Monthly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 115065
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Terry W Nelsom
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Planning Services
- Financial Planning, Retirement, College Funding
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- Mutual Funds, Securities, REITs, Equity, ETF
Visit Website - http://hometownfp.com
