Terry Dean Nelson

Employer firm

Geneos Wealth Management, Inc. CRD 120894

$9.22B regulatory AUM 139 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2010 → Present
  Geneos Wealth Management Inc.
  Rochester, MN
• 01/1991 → Present
  Olmsted Financial Group
  Rochester, MN

Other Businesses

1) DBA:OLMSTED FINANCIAL GROUP INC BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FIXED INSURANCE BUSINESS. 3) PARTNER OF CTG LLC.

Exams

• S63 Uniform Securities Agent State Law Examination
  1980-08-16

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Terry D Nelson