[title]

Why Use This Tool?

FPA PlannerSearch Participants:

Are FPA members in good standing
Are CERTIFIED FINANCIAL PLANNER™ professionals
An RIA or bank affiliate
Adhere to FPA's Code of Ethics
Abide by the FPA Standard of Care

Home > Financial Planner Directory > Iowa > Clinton > David M. Nelson, CFP®

David M. Nelson, CFP®

Planner List SAVED PLANNERS (0)

NelsonCorp Wealth Management

880 13th Ave N

Clinton, IA 52732-5116

Phone: (563) 242-9042

Fax: (563) 242-9062

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties

Charitable & Planned Giving
Estate Planning
Investment Management
Employee Benefits
Insurance
Retirement
Stocks & Bonds
Long-term Care

How Planner Charges

N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

Terms of Use | Glossary | Provide Feedback