Olmsted Financial Group

CONNECT

Address:

3428 Lakeridge Place NW, Ste. 120
Rochester, MN 55901

Phone:

507-281-1262

Fax/Other:

507-281-9131

Terry D. Nelson

Terry D. Nelson

Certified Financial Planner

Since 1978 Terry has been associated with the investment and insurance fields and in 1991 he founded Olmsted Financial Group. Over the past 25 years he has built a solid reputation in the field of Retirement Planning.

In addition to years of experience, Mr. Nelson also holds the industry's highest credentials:

  • Certified Financial Planner (CFP) 
  • Chartered Financial Consultant (ChFC)
  • Certified Advisor for Senior Living (CASL

Terry specializes in counseling pre-retirees and retirees regarding basic estate planning needs and managing risks they will face in retirement. 

A long time Rochester resident, Terry and his wife Carla have raised three sons and are active in their church, the Rochester community and the Rochester Area Chamber of Commerce. Terry sits on the scholarship committee for a local private school, and is a former member of his church's elder board. Terry has served as a financial consultant to the military serving at deployment and re-integration Yellow Ribbon events.


 

Phone 507-281-1262
Fax 507-281-9131
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck