Terry Nelson, CFP M.S. is a Minnesota (MN) Fee-Based Financial Planner and Investment Advisor providing Investment and Retirement related Services to High Income Individuals (including trusted advice on IRA, 401k Rollover)
Hometown Financial Planning and Asset Management
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Terry Nelson, CFP MS

1957 Lake Street
Roseville, MN 55113

(651) 638-9428
Fax: (651) 638-9356

E-mail me with questions or comments:
E-mail Me With Your Questions or Comments!

Biography

Map To Office

My Profile

Below are PDF files:

Disclosure Form

SEC Form ADV













































 

 

 

 

 

 

 

 

 Information for my Students

 

As a CFPTM and Registered Investment Advisor, Mr. Nelson is different from most other Financial Advisors in many ways.   This is mostly due to his unwavering concern for each client’s well-being and his attitude towards customer service.

Rated as a 5 Star Advisor

Fee Only Independent Financial Advisor (not commission).     In addition, your initial consultation is always FREE!     Our job is not to sell anything, but to help you meet your goals!    I believe this is what most people are looking for in a financial advisor.  (see my Disclosure Form for details)

High Level of Individual Service.
Taking on only a small number of new clients per year allows Mr. Nelson to work with each client on a more personal level.    His goal is to keep his total clientele small, so he can provide the greatest level of personal service to each.

Education and Experience.   Mr. Nelson is dedicated to being the best professional he can be for his clients. 
In addition to being a CFPTM, Mr. Nelson also has a Masters Degree specifically in Financial Planning and over 20 years of experience.   He was honored to be named a Most Outstanding Graduate by the College of Financial Planning and the Distance Education and Training Council in 2002.

A Promoter of Ethics and Education in the industry.
For six years Mr. Nelson served on the Board of Directors of the Financial Planning Association of Minnesota promoting ethics and professionalism.    He also teaches Investments and Financial Planning at the Graduate Level where he strongly promotes Ethics and Education among his students.


Mission Statement

"Provide a small number of clients with the highest level of PERSONAL financial advice and service possible, helping them successfully achieve their financial goals and dreams."

 "Because I truly care about my clients, I always put their interests above my own. Therefore, my goal is to be the best advisor I can for each individual client, instead of building a big planning business for the various reasons that other advisors do!"


Types of Advice and Services Provided:

Overall Financial Planning, helping plan for a safe and comfortable lifestyle, now and through the retirement years

Portfolio Management, building a diversified portfolio to get the most return with less risk

Retirement Planning , including IRA's and 401(k) Rollovers

Planning for children’s future Education Goals

Fee Only Insurance Analysis to make sure clients are not incorrectly over or under protected.

Assistance coordinating Estate and Tax Planning Issues with clients overall financial goals


Call For Your FREE Initial Consultation! 
 

 

         

Terry Nelson, CFP MS is Honored to be rated as a 5 Star Advisor by the Paladin Registry.

Click here to view my profile!

 


In 2002, The College for Financial Planning
named Mr. Nelson their
 Most Outstanding Graduate.

 

 

Hurray!!!
In 2008, I am celebrating 23 Years of Serving Clients in the Financial Services Industry.    
Where has the time gone?
 

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