I AM INDEPENDENT. I AM DAVID NELSON.
My journey is about helping clients create a happy and fulfilling future. I believe in the power of preparation. I am a business builder. This requires teamwork. Just like in coaching, those who are best prepared are the most successful. This photo is of me with my varsity basketball team, the Prince of Peace Irish, at the Iowa State Basketball Tournament.
Who we are: NelsonCorp Wealth Management is located in Clinton, Iowa, the city with the motto “So many things to do with a river view.” Our firm was founded in 1981 with only two advisors and one staff member. Today, we work with clients all over the United States and have eight financial advisors and six staff members. We specialize in helping clients meet their retirement goals by providing the guidance they need to pursue the retirement of their dreams. We create investment strategies designed to suit each individual client’s needs. We are very proud of our community and enjoy our involvement in many events and civic groups, such as the local Chamber of Commerce, Kiwanis, Rotary, schools, and churches.
What we do: Our focus is on working with those in or approaching retirement. We specialize in constructing retirement income strategies in which we work with clients to determine the best mix of income sources available to them. In doing this, we consider social security options, pension options, annuity strategies, as well as our active asset allocation process for managing investment accounts. These strategies require us to address with the clients many issues such as taxes, life and long-term care insurance, and goals for their estate, as each of these impact what might be the best solution.
Why we do it: As a company, we believe that the best results come from having people do the things that they do best. We are passionate about investments and retirement planning and know that most of our clients are less excited by these topics. By providing our clients with the services we do best, they are free to pursue their own interests and make the most of their individual skill set. They also gain the confidence that comes with having a local, trusted business looking out for their best interests. From our perspective, this relationship provides us immeasurable satisfaction as we get to see the positive influence of our work in the community.
David Nelson, CFP®, CLU®, ChFC®, President & CEO of NelsonCorp Wealth Management
David Nelson, CFP®, CLU®, ChFC®, President & CEO of NelsonCorp Wealth Management. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. NelsonCorp Wealth Management and Cambridge are not affiliated.
Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.0214