John Nelson Email & Phone Number
Managing Partner and Chief Compliance Officer
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John Nelson Location
- Saint Paul, MN, US
John Nelson Work
- 2018 -now Managing Partner and Chief Compliance Officer @ TAG Wealth Advisors
- 2012 -now Senior Partner @ Transition Advisory Group LLC
- 2001 -2012 Financial Advisor @
- 1993 -2001 Vice President @ APS Corporation
- 1987 -1993 Vice President, Sales @
- 1984 -1987 Vice President, Merchandising @
- 1972 -1984 Sales and Marketing @ Tonka Toy Corporation
John Nelson Education
- Boston University - Institute of Finance
(CFP Coursework)
2008-2008 - University of Minnesota-Twin Cities
BA
2007-2007 - Saint Paul Johnson High School 2006-2006
- University of Minnesota
Bachelor of Science - BS (Business Administration and Management, General)
1965-1972 - University of Minnesota
Bachelor's degree (Business, Sociology)
John Nelson Skills
- Financial Planning
- Income Planning
- Retirement Income Planning
- Investments
- Insurance
- Long Term Care
- Wealth Management
- Retirement
- Small Business
- Business Planning
- Employee Benefits
- Compliance
- Strategic Planning
- Business Strategy
- Financial Analysis
- Health Insurance
- Asset Management
- Risk Management
- Strategic Financial Planning
- Retirement Planning
- Long-term Care
- Finance
- Life Insurance
- Mergers & Acquisitions
- Financial Advisory
- Estate Planning
- Disability Insurance
- Long Term Care Insurance
- 401k
- Fixed Annuities
- IRAs
- Series 63
- Investment Advisory
- Asset Allocation
- Financial Planners
- Mutual Funds
- Securities
- Investment Strategies
- 401(k) Retirement Savings Plans
- Retirement Income
- Strategic Financial
- Mergers and Acquisitions
John Nelson Summary
- John Nelson, based in Saint Paul, MN, US, is currently a Managing Partner and Chief Compliance Officer at TAG Wealth Advisors. John Nelson brings experience from previous roles at Transition Advisory Group LLC, Principal Financial Group, APS Corporation and Newell Rubbermaid. John Nelson holds a 2008 - 2008 Boston University - Institute of Finance. With a robust skill set that includes Financial Planning, Income Planning, Retirement Income Planning, Investments, Insurance and more. John Nelson has 2 emails and 4 mobile phone numbers on RocketReach.
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John Nelson
Managing Partner and Chief Compliance Officer
Saint Paul, MN, US
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