Terry Nelson
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
- 22
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Fixed fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Waterhouse/Ameritrade
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 115065
- Securities Registrations: Series None
- Insurance Licenses: None
Company Names
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, We also do project work as needed when I have the time.
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Asset Management, Performance Reporting, Tax Efficient Strategies
Visit Website - http://hometownfp.com
