Nelson Wealth Management
Availability
Accepting new clients
Financial Advisors
Troy Nelson, CEPA®, Financial Advisor
Kristen Kempel-Fridgen, Associate Financial Advisor
Linda Lamey Volk, Associate Financial Advisor
Contact Us
(701) 255-1196
Email a message
Office Address
1701 Burnt Boat Drive
Bismarck, ND 58503
Our approach
Edward Jones: Nelson Wealth Management is committed to providing a client experience that can’t be replicated.
We've designed our team approach to integrate our complementary strengths and enhance each client experience with different perspectives, but one shared focus: We care about getting to know you. So, we’ll ask hard, smart questions and listen carefully to understand the underlying motivations of your financial decisions. Our approach is thorough and genuine. We'll partner to explore where you are today, where you want to be tomorrow and the financial path that can help get you there.
With over 100 years of combined experience, we recognize the high standard of care and proficiency required to preserve long-term client relationships and meet the evolving needs of the individuals and families we serve. Over the last 25 years, we have stood side-by-side with our clients to navigate market cycles, plan for the future, and adjust to life's challenges, milestones, and goals.
Our team values collaboration and innovation. We engage the expertise of your CPA and estate planning attorney to address all aspects of your financial life. We take pride in thinking outside the box and presenting solutions you may never have heard before –it's part of our commitment to helping you reach your goals.
Experience an award-winning team
Barron’s Top 1,200 1
Ranked #1 in North Dakota 12 times:
2012-2018 and 2020-2024
Ranked #2 in North Dakota in 2019
Forbes Best-In-State 2
Wealth Advisor
Ranked #1 North Dakota 2021-2024
Forbes Top 250 3
Wealth Advisor
Ranked 2021-2024
Our office
Nelson Wealth Management
1701 Burnt Boat Drive
Bismarck, ND 58503
Office Phone Number
(701) 255-1196
Fax
(888) 753-3470
Office Hours
Mon- Thu: 8:00 AM — 5:00 PM
Friday: 8:00 AM — 3:00 PM
Saturday: Closed
Sunday: Closed
Our Team
Renee Brady
Sr. Branch Office Administrator
Sharon Dorner
Sr. Branch Office Administrator
Logan Verner
Branch Office Administrator
Katina Leno
Branch Office Administrator
Important information:
12012–2024 Barron’s Top 1,200 Financial Advisors (2012-2013 Barron's Top 1,000 Financial Advisors), awarded February or March each year, data as of September of prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on various factors including assets under management, revenue produced for the firm, regulatory record, industry experience and philanthropic work.
22021-2024 Forbes Best-in-State Wealth Advisors in North Dakota, awarded first trimester each year, research by SHOOK Research LLC, data as of June of prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.
32021-2024 Forbes America’s Top Wealth Advisors, awarded in April or August each year, research by SHOOK Research LLC, data as of June of prior year or March of the same year. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.