portrait of Tim Nelson
FINANCIAL ADVISOR

Tim Nelson

CFP®, CFA®
1011 State Street Suite 130, Lemont, IL 60439opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CFA®

    Chartered Financial Analyst®

Personal Interests

  • Traveling
  • Volunteering
  • Sports Enthusiast
  • Music
  • Golfing

Team Members

  • Nerissa Smith Miranda
    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 - 01:00PM
Wed Closed
Thu 08:00AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(630) 257-6960

Fax

(877) 567-3840

Office Address

1011 State Street Suite 130
Lemont, IL 60439opens in a new window

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