Ian Nelson

Wealth Manager at R.L. Farmer Wealth Strategies

Role
Wealth Management Specialist at R.L. Farmer Wealth Strategies
Location
Windsor, CO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Ian Nelson

Passionate about both financial excellence and a diverse range of personal pursuits, Ian…

Experience

  1. Wealth Management Specialist

    R.L. Farmer Wealth Strategies

    Jun 2023 — Present · Loveland, CO, US

    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Education

  • Western State College

    Business, Management, Marketing, and Related Support Services

    1999 — 2001

Skills

  • Sales
  • Truckload
  • Event Planning
  • Truckload Shipping
  • Transportation
  • Team Leadership
  • Ltl
  • Operations Management
  • Logistics
  • Powerpoint
  • Microsoft Excel
  • Customer Service
  • Marketing
  • Transportation Management
  • Trucking
  • Logistics Management
  • Public Speaking
  • Purchasing
  • Entrepreneurship
  • Management

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Ian Nelson — Wealth Management Specialist at R.L. Farmer Wealth Strategies in Windsor, CO, US | Unifers