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

Jeffrey Nelson, CFP®

ChFC

Sagemark Consulting

10851 Mastin St, Suite 950
Overland Park, KS 66210
FINANCIAL ADVISOR'S WEBSITE
(913) 451-1505

General

Jeffrey Nelson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sagemark Consulting in Overland Park, KS and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

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

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Lincoln Financial Network

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Succession Planning, Long-term Care

More

Helpful Financial Planning Resources