NelsonCorp Wealth Management

EST. AUM
$500,000,000

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Firm Details

Metro area Cedar Rapids
CRD Number
Website nelsoncorp.com
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Overview

NelsonCorp Wealth Management is a multi-advisor independent wealth management and financial planning firm headquartered in Clinton, Iowa, with more than 40 years of operating history (est. ~1983–1985). Founded originally as a three-associate firm in a small Illinois office, the practice has grown to 22 team members across branch offices in Clinton, Davenport, and Dubuque, Iowa, with affiliated offices in Chicago, Illinois and locations extending to Hawaii. The firm serves clients across eastern Iowa, western Illinois, and over 40 U.S. states. Led by David Nelson, CFP®, CLU®, ChFC®, as President and CEO, the team holds designations including CFP®, MBA, EA, CLU®, ChFC®, RFC®, and RICP®. NelsonCorp's two proprietary service offerings — Risk Aware Investing and Retirement Pass — distinguish its approach to portfolio management and retirement planning. The firm also provides in-house tax planning and preparation through NelsonCorp Tax services. Securities are offered through Cambridge Investment Research, Inc. (FINRA/SIPC) and advisory services through Cambridge Investment Research Advisors, Inc.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

NelsonCorp Wealth Management

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