TrueAdvisor
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TN
CFP · ChFC
TN
CFP · ChFC

Terry Nelson

Geneos Wealth Management, INC.
46 Years of Experience
Rochester, MN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Terry Nelson is a CFP, ChFC-designated registered investment advisor at Geneos Wealth Management, INC., based in Rochester, MN, with 46 years of industry experience. Terry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 21,668 clients with $9.2B in assets under management.

Geneos Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
21,668 clients
Average Client Portfolio
$425K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual management fees are negotiated between you and your representative, ranging from 0.00% to 2.50%. The firm specifies a minimum account fee floor of 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3428 Lakeridge Pl Nw, Rochester, MN, 55901

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Terry operates under the name Olmsted Financial Group Inc. and is an independent representative with various insurance carriers, focusing on fixed insurance products. Terry is also a partner of CTG LLC.

Employment History
Current Registrations
Geneos Wealth Management, INC.
January 2012 - Present · 14 yrs 9 mos
Geneos Wealth Management, INC.Broker
May 2010 - Present · 16 yrs 5 mos
Previous Registrations
Geneos Wealth Management, INC.
May 2010 - December 2011 · 1 yr 7 mos
Allstate Financial Services, LLCBroker
October 2001 - May 2010 · 8 yrs 7 mos
Multi-Financial Securities CorporationBroker
March 1995 - November 2001 · 6 yrs 8 mos
Fsc Securities CorporationBroker
January 1991 - March 1995 · 4 yrs 2 mos
American Express Financial Advisors INC.Broker
April 1983 - January 1991 · 7 yrs 9 mos
Ids Financial Services INC.Broker
April 1983 - December 1986 · 3 yrs 8 mos
PFS Sales, INCBroker
May 1980 - May 1983 · 3 yrs
State Registrations9 states
ALFLIAINMNNDOHVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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