Douglas Ray Nelson,  CFP<sup>&reg;</sup> - Financial Advisor

Douglas Ray Nelson, CFP®

Doug Nelson Money Coach

Livestock Exchange Building, 1600 Genessee, Ste 823
Kansas City, MO 64012

Doug Nelson Money Coach

820 Lake of the Forest
Bonner Springs, KS 66012
(913) 461-7283 CONNECT WITH Douglas
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Douglas Nelson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Doug Nelson Money Coach in Kansas City, MO and the surrounding communities.

Financial Advisor Overview

I have also worked as personal financial counselor for the military and currently teaching graduate level online programs in personal financial planning for the University of Nebraska. Experienced in Values and Impact Investments as well as planning for non-traditional households.


Financial Advisor Experience

Financial professional since 2000, I became independent in 2011.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance: KS, MO, MD, CA, WA, IA,
  • Variable annuities: KS, MO, MD, CA, WA

Broker-Dealer Affiliation


Broker-Dealer Disclaimer

Advisory Services and Securities offered through Lincoln Investment, LLC, Registered Investment Advisor Broker/Dealer Member FINRA/SIPC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances


Helpful Financial Planning Resources