David Nelson Email & Phone Number
Founder
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David Nelson Location
- Naperville, IL, US
David Nelson Work
- 2015 -now Founder @ Hygge Financial
- 2006 -now Co-Owner @ Salon Boutiques of Cantara Lakes
- 1992 -now Co-Owner @
- 2017 -2022 Senior Sales Executive @
- 2015 -2017 Managing Director @
- 2007 -2015 Partner, Illinois General Office @
- 2004 -2007 Registered Rep @
- 2002 -2004 GSM @ Max Madsen Mitsubishi
- 1998 -2002 Finance Director @ Al Piemonte Ford
- 1988 -1992 Agent @ Country Insurance
David Nelson Education
- Southern Illinois University, Carbondale
(Business)
1986-1987 - York High School 1979-1983
- The American College
LUTCF (Financial Planning and Services)
David Nelson Skills
- Insurance
- Retirement Planning
- Fixed Annuities
- Whole Life
- Mutual Funds
- 401k
- Estate Planning
- Term Life Insurance
- Long Term Care Insurance
- Series 6,63,7,24 Securities Registrations
- Variable Annuities
- 403 b
- SEP IRA
- Simple IRA
- Asset Allocation
- Business Continuation Strategies
- Business Overhead Expense
- Buy-sell Agreements
- Buy-Sell Review
- Charitable Giving
- College Funding Strategies
- Deferred Compensation Plans
- Dental Insurance
- Disability Income Insurance
- Executive Benefits Strategies
- Financial Needs Analysis
- Income Protection
- Informal Business Valuation
- Traditional IRA
- Roth IRA
- Key Person Insurance
- Pension Plans
- Salary Continuation
- Split Dollar Plans
- Supplemental Retirement Income
- Survivor Income
- Tax-Deferred Savings
- Universal Life Insurance
- Wellness Programs
- Wealth Accumulation
- Whole Life Insurance
- Series 65
- Leadership
- Financial Advisory
- Series 63
- Banking
- Financial Planners
- Financial Planning
- Annuities
- IRAs
- Portfolio Management
- Investments
- Series 6
- Finance
- Investment Advisory
- Financial Services
- Wealth Management
- Life Insurance
- Underwriting
- Business Planning
- Buy Sell Review
- Buy Sell Agreements
- Asset Management
- 24 Securities Registrations
- Long Term Care
- Disability Insurance
- Wealth
- Small Business
- Strategic Financial
- Health Insurance
- Retirement
- Tax Deferred Savings
- Series 7
- Employee Benefits
- Securities
David Nelson Summary
- David Nelson, based in Naperville, IL, US, is currently a Founder at Hygge Financial. David Nelson brings experience from previous roles at Salon Boutiques of Cantara Lakes, Salon Jean Marie, NFP and Principal. David Nelson holds a 1986 - 1987 Southern Illinois University, Carbondale. With a robust skill set that includes Insurance, Retirement Planning, Fixed Annuities, Whole Life, Mutual Funds and more. David Nelson has 2 emails and 2 mobile phone numbers on RocketReach.
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