portrait of Todd J Nelson

About Todd

I’ve made a career out of helping Veterans and High-Income Earners navigate your unique careers and the financial opportunities that accompany your career.

I utilize a proven process to help you build a solid financial strategy. Here's what my process does for you:

- IDENTIFY. Your goals and needs are unique, and we identify what they are.
- PROTECT. We look at ways to protect what you have and what you will have.
- BUILD. We'll develop a wealth building strategy specifically for you.
- HARVEST. When you need to put your strategy in action, you'll be ready.
- MANAGE. You manage your time with...

Focus Areas

  • Military Professionals & Veterans
  • Divorce Finances
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • New Investors

Work History

  • Edward JonesOctober 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CEPA®

    Certified Exit Planning Advisor®
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Southeastern CollegeBachelors

Personal Interests

  • Real Estate
  • Volunteering
  • Traveling
  • Spending Time with Family
  • Martial Arts

Team Members

  • Amy Huffman
    Sr. Branch Office Administrator
    FPQP®
  • Cathy Brown
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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