Who We Are
NelsonCorp Wealth Management has served the financial needs of others for more than 40 years, growing from three associates in a small Illinois office to 22 team members working in multiple locations. We now oversee branch offices spanning from Illinois to Hawaii. Our growth has allowed us to build a team of professionals with an excellent blend of experience and education so that we can deliver the best possible service to you. Degrees and attainments include CFP®, MBA, EA, CLU, ChFC®, RFC®, RICP® along with other highly sought-after industry designations.
Risk Aware Investing
You likely pay a great deal of attention to risk in your personal life and protect yourself accordingly, from looking both ways when crossing the street to buckling up while driving to the store. Do you take the same measures to protect yourself against financial risks?
Our investment philosophy and process, called Risk Aware Investing, allows us to understand risk so our clients can use it to their advantage.
Retirement Pass
At NelsonCorp Wealth Management, we believe that “one size fits all” solutions are unlikely to work, and that the outcome to your retirement cannot be pre-determined. Retirement Pass, our approach to financial planning, is about improving the decision-making process so that we can enable the outcomes our clients desire.
Careers
880 13th Avenue North
Clinton, Iowa 52732
563-242-9042
5465 Utica Ridge Road
Davenport, Iowa 52807
563-823-0532
9079 East Tamarack Drive
Dubuque, Iowa 52003
800-248-9042
info@nelsoncorp.com
Fax: 563-242-9062
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and NelsonCorp Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OR, TN, TX, UT, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced. Investing involves risk. Depending on the different types of investments there may be varying degrees of risk. Clients and prospective clients should be prepared to bear investment loss including loss of original principal.
Cambridge’s Form CRS (Customer Relationship Summary)
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, NelsonCorp Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.