Gregory Brian Nelson

Current Employers

Employment History

• 06/2014 → Present
  Star Capital Inc.
  Rochester, MN
• 05/2002 → Present
  Strategic Retirement Solutions Inc. Dba Strategic Tax
  Rochester, MN
• 12/2000 → Present
  Sole Proprietor
  Rochester, MN
• 10/2015 → Present
  Peak Brokerage Services, Llc
  Palm Beach Gardens, FL
• 02/2023 → Present
  Strategic Asset Management
  Rochester, MN

Previous Registrations

• 2013-02-21 → 2015-10-08
  Next Financial Group, Inc.
  Rochester, MN

Other Businesses

1)GREG NELSON; SOLE PROPRIETOR; INSURANCE:LIFE/HEALTH & FIXED ANNUITIES; 100% OWNERSHIP; 10% TIME SPENT; 5% COMP; OFFICER; INSURANCE SALES; INDEFINITE 2)STRATEGIC TAX & RETIREMENT DBA; DBA NAME ONLY; 100% OWNERSHIP; 67% TIME SPENT; 80% COMP; OFFICER, FINANCIAL PLANNING INDEFINITE 3)STATEGIC RETIREMENT SOLUTIONS; STRATEGIC TAX & RETIREMENT; DBA NAME ONLY; 100% OWNERSHIP; 3% TIME SPENT; 5% COMP; OFFICER GENERAL OPERATIONS SUPERVISION, TAX PREPARER; INDEFINITE 4)STRATEGIC RETIREMENT SOLUTIONS; STAR CAPITAL INC.; CORP; I-RIA; 100% OWNERSHIP; 10% TIME SPENT; 10% COMP; OFFICER-FINANCIAL ADVISORY SERVICES; INDEFINITE 5)Business Entity: Star Capital; Business Activity: RIA; Duties of position: IAR-Financial Advising; Title: IAR; Approx. # of hours per month spent on activity: 10; Approx. # of hours spent during trading hours: 10 6) My Life Guys; Owner; Insurance Agent; Insurance Agency; Approximate Hours Spent On Activity Per Month: 20 Approximate Hours Spent On Activity Per Month During Trading Hours: 10 7) Legacy Service Group; Holding Company; Co-President; Start Date: 7.1.18; Approx Hours Spent On Activity Per Month: 5; Approx Hours Spent On Activity Per Month During Trading Hours: 8) Strategic Tax & Retirement; Insurance (Athene Contract through STAR Capital; Owner; Approx hours spent on activity per month: 10; Approx number of hours spent on activity per month during trading hours: 7; 9) Business Activity: Registered Investment Advisory Firm; Business Entity: Strategic Asset Management; Title: Owner; Duties: Operations and training; Approx. # of hours per month spent on activity: 30-40; Approx. # of hours spent during trading hours: 10-15 10) STRATEGIC ASSET MANAGEMENT, LLC; INVESTMENT RELATED; 2434 SUPERIOR DRIVE NW, STE. 101, ROCHESTER, MN 55901; REGISTERED INVESTMENT ADVISOR; OWNER AND PRESIDENT; INVESTMENT ADVISOR REPRESENTATIVE; 02/2023; APPROX. 120 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; OWNER AND PRESIDENT OVERSEEING ALL ASPECTS OF THE BUSINESS. 11) Strategic Tax Inc., Co-owner, Non Investment Related, 2434 Superior Dr. NW #101 Rochester MN 55901, 40% owner of tax prep business, involved in management decisions, Partial Management, Start date: 2009-02-01, Hours per month devoted to business during trading hours: 0, Hours per month devoted to business outside trading hours: 5, Percentage of total yearly compensation expected to be derived from the business: 10. 12) Peak Brokerage Services; Registered Representative; Investment Related; 1070 East Indiantown RD #208 Jupiter FL 33477; Buy, sell, and manage my clients investment brokerage accounts and variable annuities. ; Start date with business: 2015-10-01; Hours per month devoted to business during trading hours: 15; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 8; Website address for the organization: www.peakbrokerageservices.com. 13) My Life Guys; Owner; Investment related; 2434 Superior Dr. NW Rochester mn 55901 United States; Insurance Agency; Process fixed annuity and non-variable life insurance policies ; Start date: 2017-11-10; Approximate Hours Spent On Activity Per Month During Trading Hours: 10; Approximate Hours Spent On Activity Per Month outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 10. 14) Strategic Asset Management; Owner; Investment Related; 2434 Superior Dr. NW #101 Rochester MN 55901; Primary owner of a small RIA with 7 other registered persons; Oversee the operations of the RIA; Start date with business: 2000-11-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 7; Website address for the organization: www.strategicassetmgt.com.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-06-20

Designations

Other Names

• Greg Nelson