Joel Nelson
CERTIFIED FINANCIAL PLANNER™ at Securities America, Inc. Member FINRA/SIPC
- Role
- Financial Planner at Securities America Inc
- Location
- Sterling, CO, US
- LinkedIn followers
- 500 followers
About Joel Nelson
I provide Investment Advisory Services and Financial Planning to professionals, small business owners and local non-profit and governmental organizations. I help you plan for your future, make wise investment decisions, and manage retirement plans.Please note that while appreciated, endorsements in the world of financial advising are viewed by our regulating agencies as \"testimonials\" and are not compliant. The bottom line is I love them, but have to hide them from public view. So thanks!The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.Please see website for full disclosures.206 Main St Sterling, CO 80751.
Experience
Financial Planner
May 2010 — Present · Sterling, CO, US
I work mostly with professionals and small business owners including farmers and ranchers. I enjoy solving complex problems and love working with accountants and attorneys both as clients and as collaborators for our mutual clients benefit. The largest group of professionals I work with are physicians and other healthcare providers.
Education
University of Minnesota Duluth
Bachelor of Science (BS), Industrial Engineering
1985 — 1990
Skills
- Nonprofits
- Retirement Plan Consulting
- Financial Advisory
- Leadership
- Financial Planning
- Small Business
- Mutual Funds
- 401k
- Securities
- Public Speaking
- Estate Planning
- Financial Services
- Certified Financial Planner
- Long-Term Care
- Investments
- Insurance
- Investment Advisory
- Strategic Planning
- Management
- 403 B
- Wealth Management
- Retirement Planning
- Qualified Retirement Plans
- Retirement
- 457 Plans
- Strategic Financial Planning
- Investment Strategies
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