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Richard 'Rick' Nelsen, CFP®, RICP®, AIF, EA

Richard 'Rick' Nelsen, CFP®, RICP®, AIF, EA

Financial Advisor

Followers of Richard 'Rick' Nelsen, CFP®, RICP®, AIF, EA303 followers
location of Richard 'Rick' Nelsen, CFP®, RICP®, AIF, EABay City, Michigan, United States

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  • Timeline

  • About me

    Certified Financial Planner™ practitioner at Insight Financial Group

  • Education

    • Bay City Central High School

      -

    • The American College

      2011 - 2014
      Certified Financial Planner Financial Planning and Services

    • Central Michigan University

      1980 - 1984
      Bachelor of Science Business

      Activities and Societies: Tau Kappa Epsilon Fraternity

    • Central Michigan University

      1980 - 1984
      Bachelor of Science Finance

  • Experience

    • Cole Financial Group

      Jan 2009 - Dec 2014
      Financial Advisor

      Securities through Cetera Financial Specialist LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. I am licensed to sell securities in MI., FLA., CA., AK., and licensed to sell insurance products in MI.

    • Richard Nelsen Investments

      Dec 2014 - now
      Certified Financial Planner

      Securities through Cetera Financial Specialist LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. I am licensed to sell securities in MI., FLA., CA., AK., and licensed to sell insurance products in MI.

    • Insight Financial Group

      Aug 2019 - now
      Certified Financial Planner™ practitioner at Insight Financial Group

      Richard Nelsen of Richard Nelsen Investments has partnered with financial adviser Michael Espinoza. Effective August 1, 2019 we changed the name of our firm to Insight Financial Group - IFG.Securities through Cetera Financial Specialist LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. I am licensed to sell securities in MI., FLA., CA., AK., WI., MO., and licensed to sell insurance products in MI. Show less

  • Licenses & Certifications