David M. Nelson,  CFP<sup>&reg;</sup> - Financial Advisor

David M. Nelson, CFP®

CLU, ChFC®

President

NelsonCorp Wealth Management

880 13th Ave N Clinton IA
Clinton, IA 52732
FINANCIAL ADVISOR'S WEBSITE
(563) 242-9042 CONNECT WITH David
  • facebook link

General

David Nelson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at NelsonCorp Wealth Management in Clinton, IA and the surrounding communities.

Financial Advisor Overview

• NelsonCorp has been dedicated to delivering investment and financial planning services for 43 years, catering to clients across eastern Iowa, western Illinois, and beyond. Our offices serve clients in over 40 states, with many of our valued clients originally local but now residing outside the area. • To meet the diverse needs of our clientele, we now offer an expanded array of services. In addition to investment and financial planning, we also offer tax planning and preparation, estate planning, as well as guidance on navigating Medicare and social security. This comprehensive approach ensures that our clients receive well-rounded support across various aspects of their financial well-being. • As a result of our growth, we have assembled a team of professionals with an excellent blend of experience and education. This enables us to provide you with the utmost level of service. Our team holds various degrees and esteemed designations such as CFP®, MBA, CLU, ChFC®, RFC®, RICP®, and other highly sought-after credentials within the industry. • We are fortunate to have a team of 20 dedicated associates locally, and when combined with our affiliated offices, our collective strength extends to over 35 associates. • NelsonCorp has offices in Clinton, Davenport, and Dubuque with affiliated offices in Chicago and Des Moines. We invite you to explore our website at www.nelsoncorp.com. There, you can listen to our weekly radio program “Financial Focus,” revisit past segments of “4 Your Money”, a TV segment on WHBF/CBS/FOX TV, read our weekly blog entries, and discover a wealth of other valuable information.

More

Financial Advisor Experience

David Nelson is President and Chief Executive Officer of NelsonCorp Wealth Management. He began his career in 1981, and shortly thereafter founded NelsonCorp Investment Services, the predecessor to today's firm. During his career, he has attained advanced education through the College for Financial Planning, based in Denver, Colorado, the American College in Bryn Mawr, Pennsylvania, and at the John F. Kennedy School of Government at Harvard University. David holds the highly respected and sought-after certification of CERTIFIED FINANCIAL PLANNER® professional, the Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) designations. An accomplished and dynamic speaker, David has educated investors for over 43 years on financial topics such as retirement planning, retirement spending, tax planning, Estate planning, income strategies and Social Security. David hosts a weekly financial related radio program, “Financial Focus” on KROS AM/FM and television segments, “4 Your Money”, on WHBF (CBS) news and KLJB (FOX) news. Throughout his career, David’s philosophy has been to efficiently create and implement a plan that will help his clients successfully prepare for their retirement and keep their portfolios on the road to financial success.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and NelsonCorp Wealth Management are not affiliated. 
NelsonCorp Wealth Management is located at 880 13th  Ave N, Clinton, IA  52732 and 4007 E 53rd St, Suite 300, Davenport, IA  52807.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth

More

Helpful Financial Planning Resources