R. Nelson Email & Phone Number

Financial Advisor @ Edward Jones @ Edward Jones

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R. Nelson Location

Wichita, KS, US

R. Nelson Work

2015 -now Financial Advisor @ Edward Jones @
2013 -2014 Partner @ Windmill Investments
2011 -2013 Procurement Coordinator @
2001 -2011 General Manager @
1998 -2001 Advisor @ Cargill Foods Australia
1996 -2001 General Manager @ Caprock Industries
1990 -1996 Supervisor and Superintendent @ Caprock Industries
1988 -1990 Supervisor @ Excel, Inc.

R. Nelson Education

The American College of Financial Services
CERTIFIED FINANCIAL PLANNER™
2018-2022
Texas A&M University
BS (Agricultural Economics)
1984-1988

R. Nelson Skills

Business Retirement Plans 401(k), 403(b), 457(b), SIMPLE IRA, SEP IRA
Edward Jones Adisory Solutions
Education Savings 529 Plans, Coverdell Education Savings Accounts, Custodial
Equity Investments Common Stocks, Stock Unit Investment Trusts
Saving, Spending and Borrowing Solutions
Portfolio and Retirement Plan Reviews
Estate and Trust Services
Research Equities, Mutual Funds, Fixed Income
Exchange Traded Funds
Financial Calculators
Bonds
Certificates of Deposit
Individual Retirement Accounts
Insurance Term Life
Insurance Long-Term Care
Insurance Long-Term Disability
Mutual Funds
Investor Education Programs
Retirement Account Consolidation
Systematic Investing
Taxable and Tax-free Money Market Funds
Dividend and Income Reinvestment
Roth IRA's
Traditional IRA's
Annuities Fixed, Intermediate, Variable
Statistical Process
Spending and Borrowing Solutions
Statistical Process Control
Grain
Animal Handling
Veterinary Medicine
Operations Management
Finance
SPC
Agriculture
Cattle
457b
Food Industry
Food
Farms
Negotiation
Strategy
Dairy
Management
Budgets
Business Planning
Coverdell Education Savings Accounts
Strategic Planning
Annuities Fixed
Custodial
Intermediate
Business Retirement Plans 401k
Insurance Long Term Care
Equity Investments Common Stocks
Insurance Long Term Disability
403b
SEP IRA
Leadership
Animal Nutrition
Animal Work
Animal Behavior
Simple IRA
Animal Husbandry
Investors
Saving
Fixed Income
Research Equities
Stock Unit Investment Trusts
Commodity
Variable
Team Leadership
Animal Welfare
Agribusiness
Procurement
Agronomy
Volunteer Management
Education Savings 529 Plans
Taxable and Tax Free Money Market Funds
Beef
Sustainable Agriculture

R. Nelson Summary

R. Nelson, based in Wichita, KS, US, is currently a Financial Advisor @ Edward Jones at Edward Jones. R. Nelson brings experience from previous roles at Windmill Investments, Cargill and Cargill Foods Australia. R. Nelson holds a 2018 - 2022 CERTIFIED FINANCIAL PLANNER™ @ The American College of Financial Services. With a robust skill set that includes Business Retirement Plans 401(k), 403(b), 457(b), SIMPLE IRA, SEP IRA, Edward Jones Adisory Solutions, Education Savings 529 Plans, Coverdell Education Savings Accounts, Custodial, Equity Investments Common Stocks, Stock Unit Investment Trusts, Saving, Spending and Borrowing Solutions and more. R. Nelson has 4 emails and 1 mobile phone numbers on RocketReach.