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portrait of Nate Nelson
FINANCIAL ADVISOR

Nate Nelson

CFP®
5805 Balsam Dr, Hudsonville, MI 49426opens in a new window
Serving clients with $500,000
CallSend Me a Message

About Nate

Starting in 2007, I owned and operated a small business in the Pacific Northwest. I know from experience how hard it can be for a business owner to do everything that's needed for success. I needed a partner to help me with my financial goals. I needed a financial advisor.

When my wife and I were looking to move back to Michigan in 2012, I had found my passion: to walk along entrepreneurs and their families, with care and compassion, helping them to achieve their most important financial goals.

As a financial advisor at Edward Jones and a CFP® professional, I...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Divorce Finances

Work History

  • Edward JonesJuly 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Central Michigan UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Backpacking
  • Landscape Design
  • Community Outreach

Team Members

  • Pat Holmes
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(616) 669-5386

Fax

(855) 673-0669

Office Address

5805 Balsam Dr
Hudsonville, MI 49426opens in a new window

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