David Nelson is a CFP, ChFC-designated registered investment advisor, based in Clinton, IA, with 35 years of industry experience.
Location
880 13th Ave N, Clinton, IA, 52732
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an independent insurance agent, advisory representative of a RIA, and president/CEO of NelsonCorp Wealth Management and NelsonC, LLC. He also owns NelsonCorp Tax Solutions LLC, Nelson Tree Farm, and rental properties through NelsonD, LLC, dedicating about a quarter of his time to his advisory rep role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Securities America, INC.Broker
Heartland Investment Associates, INC.Broker
Securities America, INC.Broker
State Registrations23 states
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