CoverProfile

Randy Nelson

Area Director & Investment Advisor Representative

Retirement Plan Advisors

United States, Michigan, Northville

About Me

A member of the financial services community since 1989, Randy Nelson has worked extensively in the public sector arena implementing and developing 457 deferred compensation programs in Michigan. He also represents a full range of financial planning and investment services. Randy’s clients view him as a proven and trusted financial advisor who has successfully helped them secure their retirement future. He has managed and serviced individual retirement plans in 40-plus municipalities with assets totaling more than $225 million. A University of Michigan graduate, he holds FINRA Series 6, 7, 63, and 65 registrations, along with life, health, and variable contracts licenses in the State of M

View more

Profile Information

Area Director & Investment Advisor Representative

Retirement Plan Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Northville

Michigan

United States

Sep 25, 2024

More profiles to browse

Profile Photo
Matt Martin
Regional Director and CERTIFIED FINANCIAL PLANNER ™ professional
Profile Photo
Eric Mitchell
Investment Advisor Representative
Profile Photo
Dan Davis
Investment Advisor Representative
AG
Alex Gault
Investment Analyst

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST