1957 Lake Street
St. Paul, MN 55113
Fax: (651) 638-9356
Areas of Expertise:
- Investment Strategies
- Portfolio Management
- General Financial Planning
- Retirement and Elder Care Planning Issues
- Insurance/Risk Management
- College Funding
Terry Nelson, CFPTM M.S., has been in the
financial planning and financial services industry since 1985 and has been a
Certified Financial Planner since March of 1993.
He is a Registered Investment Advisor providing services to high net
worth individuals. As a
member of the local chapter of the Financial Planning Association of
Minnesota, Mr. Nelson served as a highly respected member of their Board of
Directors for six years as well as serving on several committees.
After high school in Wisconsin, he graduated with an
Associates Degree in Law Enforcement from Eau Claire Community College in
1984. He also attended Mankato
State University from 1984 to 1985 where he studied law enforcement.
In 1985 Mr. Nelson started his own business in the insurance industry
as a health, annuity and life insurance professional.
Then in 1989 he began specializing in personal financial planning.
He received his CFPTM
designation from the College for Financial Planning in 1993.
Then from 1995 to 1997, Mr. Nelson attended Metro State University,
where he graduated with a Finance Major.
Mr. Nelson then received a Master of Science Degree in the area of
Financial Planning from the College for Financial Planning in January 2001,
and was named their most outstanding graduate in 2002.
In addition to his role as a Financial Advisor to
clients, Mr. Nelson is currently a member of the adjunct faculty for the
College for Financial Plannings Masters Degree Program, teaching Advanced
Investment and Financial Planning courses.
In addition, Mr. Nelson has taught Financial Planning courses at the
undergraduate level as well as teaching CFPTM Board Exam
preparation classes for Minnesota State University.
Mr. Nelson has been named as a 5 STAR Financial Advisor
by the Paladin Registry (a firm that rates fee only advisors).
Also, both the Mpls./St.
Paul Magazine and
Twin Cities Business have listed him as a FIVE STAR Best in
Client Satisfaction Wealth Manager. In
February of 2009, BusinessWeek.com listed him 14th in their list of
the Top 50 Most Experienced Financial Advisors in the United States.
Interests include anything with his beautiful wife and
two boys. Mr. Nelson is
also a professional drummer, playing in various bands and as well as doing
recording work. Also, he
has an extensive interest in science, computers and technology, for both
business and as a hobby.