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 

 Nelson Wealth Management team

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

 

 

Barrons Top 1200 Financial Advisors 2024

 

 

Forbes Best-in-state Wealth Advisors 2024 Shook® Research © 2024 Forbes LLC used with permission

 

 

Forbes Top 250 Wealth Advisors 2024 Shook® Research © 2024 Forbes LLC used with permission

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
 

 

Edward Jones Nelson Wealth Management
Troy Nelson

Troy Nelson, CEPA®

 

1701 Burnt Boat Drive
Bismarck, ND 58503

phone (701) 255-1196

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.