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Terry Nelson, CFP® - Geneos Wealth Management | LinkedIn. Rochester, Minnesota, United States. 575 followers 500+ connections. View mutual connections with Terry. Welcome back. Financial...
- 500+
- 575
- Geneos Wealth Management
- Rochester, Minnesota Area
Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Certified Advisor for Senior Living (CASL) Terry specializes in counseling pre-retirees and retirees regarding wealth management, basic estate planning and managing risks they will face in retirement.
6y. 570 followers. I am humbled and honored to have received such an award from a premier financial services organization.
Answer a few questions to get a personalized match. Terry Nelson is a certified financial planner and chartered financial consultant based out of Rochester, Minnesota who has 10 years of industry experience. Nelson is on the advisory team at Geneos Wealth Management, Inc.
Disciplined Individuals by State. Search by an individual's name. CFP Board's public disciplinary action can take one of three forms — a public Letter of Admonition, a temporary suspension of the individual's CFP® certification or a permanent revocation of the individual's CFP® certification — depending on the severity of the breach, any ...
Terry Nelson (CRD# 709711) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Rochester, MN and has over 43 years of experience in the finance industry. Terry Nelson has taken additional exams to become a Certified Financial Planner (CFP®).
Terry Nelson. President, CFP. Phone: (507) 281-1262; Fax: (507) 281-9131; Send an Email; 3428 Lakeridge Pl. NW Ste 120 Rochester MN 55901; Share
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