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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

Minus sign iconPlus sign icon
  • United States Of America
    19

NelsonCorp Wealth Management's Leadership

  • Stylized image of a person
    D. N.
    President And Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. N.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. K.
    Financial Services Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. K.
    Wealth Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. F.
    V.P
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. M.
    Associate Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. E.
    Portfolio Management & Research
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. L.
    Community Relations
    Phone icon
    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 Info
Location
Last Update
  • Stylized image of a person
    D. N.
    President And Ceo
    Phone icon
    Mobile Phone
    United StatesIowa
    Mar 03, 2026
  • Stylized image of a person
    J. N.
    Office Manager
    Phone icon
    Mobile Phone
    Jul 20, 2025
  • Stylized image of a person
    E. K.
    Financial Services Associate
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Apr 17, 2026
  • Stylized image of a person
    N. K.
    Wealth Consultant
    Phone icon
    Mobile Phone
    United StatesIowa
    May 30, 2026
  • Stylized image of a person
    B. F.
    V.P
    Phone icon
    Mobile Phone
    United StatesIowa
    Mar 13, 2026
  • Stylized image of a person
    T. M.
    Associate Financial Planner
    Phone icon
    Mobile Phone
    United StatesIowa
    Jun 24, 2026
  • Stylized image of a person
    A. E.
    Portfolio Management & Research
    Phone icon
    Mobile Phone
    United StatesKansas
    May 31, 2026
  • Stylized image of a person
    R. L.
    Community Relations
    Phone icon
    Mobile Phone
    May 28, 2026
  • Stylized image of a person
    R. L.
    Community Relations
    Phone icon
    Mobile Phone
    United StatesIowa
    May 29, 2026
  • Stylized image of a person
    A. C.
    Host
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 08, 2026

Frequently Asked Questions

What is NelsonCorp Wealth Management known for?

Minus sign iconPlus sign iconNelsonCorp Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 880 13th Avenue North Clinton, Iowa 52732 United States; 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 March 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • President And Ceo: D. N.
  • Office Manager: J. N.
  • Financial Services Associate: E. K.
  • Wealth Consultant: N. K.
  • V.P: B. F.

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