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NelsonCorp Wealth Management Employee Directory

Financial ServicesIowa, United States11-50 Employees

NelsonCorp Wealth Management operates in the financial services industry, providing wealth management services to clients. Securities for client accounts are offered through Cambridge Investment Research, Inc., a broker/dealer registered with FINRA/SIPC, while investment advisory services are provided by Cambridge Investment Research Advisors, Inc.; Cambridge and NelsonCorp Wealth Management are not affiliated. The firm is based in Clinton, Iowa, and is characterized as a small to mid-sized practice serving the local region.

David Nelson, the company's president and chief executive, was recognized in November 2022 as an Outstanding Planned Giving Professional for leadership in promoting philanthropic legacies through estate giving and other planned giving vehicles. This recent development highlights a leadership focus on charitable planning within the wealth management context. NelsonCorp Wealth Management thus functions as a regional player in financial services, guiding clients through wealth and estate planning considerations.

Find NelsonCorp Wealth Management employees' phone numbers or email addresses

NelsonCorp Wealth Management Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

NelsonCorp Wealth Management's Leadership

  • Stylized image of a person
    J. N.
    Office Manager
    Mobile Phone
  • Stylized image of a person
    R. L.
    Community Relations
    Mobile Phone
  • Stylized image of a person
    J. W.
    Registered Representative
    Mobile Phone
  • Stylized image of a person
    V. H.
    Registered Representative
    Mobile Phone

NelsonCorp Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from NelsonCorp Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. N.
    Office Manager
    Mobile Phone
    Jul 20, 2025
  • Stylized image of a person
    R. L.
    Community Relations
    Mobile Phone
    May 28, 2026
  • Stylized image of a person
    J. W.
    Registered Representative
    Mobile Phone
    Jul 07, 2024
  • Stylized image of a person
    V. H.
    Registered Representative
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is NelsonCorp Wealth Management known for?

Minus sign iconPlus sign iconNelsonCorp Wealth Management operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-563-242-****
. Explore NelsonCorp Wealth Management's company overview page for more information.

What is NelsonCorp Wealth Management's most common email format?

Minus sign iconPlus sign iconNelsonCorp Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more NelsonCorp Wealth Management email formats with LeadIQ.

How many employees does NelsonCorp Wealth Management have currently?

Minus sign iconPlus sign iconNelsonCorp Wealth Management has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are NelsonCorp Wealth Management's key employees and leadership?

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As of July 2026, NelsonCorp Wealth Management's key employees include:

  • Office Manager: J. N.
  • Community Relations: R. L.
  • Registered Representative: J. W.
  • Registered Representative: V. H.

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