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Over thirty-five years ago, NelsonCorp Wealth Management opened in Fulton, IL with 2 advisors and 1 staff person, servicing clients in Iowa and Illinois.  We now have 8 advisors and 5 staff personnel in 3 locations, and work with clients all over the United States.  We are humbled and proud to be recognizing over 35 years of providing advice and outstanding customer service to our many clients.
 

At NelsonCorp Wealth Management, we are very proud of our community, and enjoy our involvement in many activities, events and civic groups, such as the Chamber of Commerce, Kiwanis, Rotary, schools, churches, and others. 

Check the background of our investment professionals on FINRA’s BrokerCheck.

 

David Nelson is President and Chief Executive Officer of NelsonCorp Wealth Management. He began his career in 1981, and shortly thereafter founded NelsonCorp Investment Services, the predecessor to today's firm. During his career, he has attained advanced education through the College for Financial Planning, based in Denver, Colorado, the American College in Bryn Mawr, Pennsylvania, and at the John F. Kennedy School of Government at Harvard University. 

David holds the highly-respected and sought-after certification of CERTIFIED FINANCIAL PLANNERTM professional, and the Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations. He is a regular host of a popular weekly radio show on finances and a dynamic, accomplished speaker.  David writes articles monthly for the "50+ Publication." David was selected for the Barron's Top 1000 List for 2010,*one of four reps selected in the state of Iowa.  David's office was also featured in a 2-page layout in US News & World Report in March of 2010.  In September of 2010, David was chosen as one of the top 100 independent financial advisors by Registered Rep. Magazine,** and was quoted in the May 2005 issue of National Underwriter Magazine.***

David's professional associations and membership include the Society of Financial Service Professionals, the Financial Planning Association, the Quad City Planned Giving Council, and the Better Business Bureau.
  David’s major focus is to help clients with strategies to work toward their retirement financial goals.  His ultimate goal is to watch his clients enjoy a happy and fulfilling retirement.  David has often said that creating and implementing a plan that helps his clients successfully prepare for their retirement is one of his greatest accomplishments.  Making a difference in his clients’ lives has made a tremendous difference in his.  David is also very passionate about giving to others, not only financially, but also of himself in volunteer capacities.  His love of watching children develop, improve and feel good about themselves, has led him in the past to volunteer position as a coach of girls' basketball teams.  David also enjoys fishing, golfing and reading.David and his wife, Sally, are parents of three daughters, two sons, one grandson and four granddaughters, and reside in Clinton, Iowa. 

You may e-mail David at:
david.nelson@nelsoncorp.com
.   
 
*Winners of Barron's Top 1000 List for 2010 were chosen based on assets under management, revenue produced for the firm, regulatory record, quality of practice & philanthropic work.  This award is not representative of investment performance or returns. 

**Winners of one of the top 100 independent financial advisors by Registered Rep. Magazine are chosen based on total assets under management and number of years in the industry. This award is not representative of investment performance or returns.

***Quoted in the May 2005 issue of National Underwriter Magazine
 
  Gene Krueger has been serving the needs of his clients in Eastern Iowa and Western Illinois since 1980.  Gene attended Colorado State University.  He has had the honor of serving on numerous boards and committees, as well as participating in many charitable causes.  Gene and his wife, Susan, have been and continue to be avid supporters of amateur athletics.  Some of their fondest memories come from watching their son, Aaron, and daughter, Elizabeth, participate in sports. 

Gene's professional mission is to create a value-based relationship with his clients - a relationship built on a high degree of trust and friendship.  His assistance with helping friends create a plan to work toward their respective goals - both financial and life - is what he is the most proud of in his career. 

As Gene says, "My title says 'Wealth Consultant,' but I love to be considered an advisor for life.  Understanding what it is that clients want to do for themselves, their families, their favorite charities, and a lot of times for their communities, is my primary goal.  Why do I do this?  I feel that if I understand these core values, I can help clients form a roadmap to a lifetime of happiness.  My clients are the first to say 'Gene is a great listener, and that's what sets him apart from others in this business.'  By asking questions, I can learn so very much about their dreams, goals and future wishes." 

Since 1980, the financial world has changed in so many ways.  Staying current with technology, keeping clients informed, and participating in continuing education are a few of the things Gene does to meet those challenges and changes head-on.

You may e-mail Gene at eugene.krueger@nelsoncorp.com.
 
 

Brad Fritz is Vice President of NelsonCorp Wealth Management. He holds the Series 7, 24, 65 and 63 registrations and the Registered Financial Consultant, or RFC®designation. 

Helping to meet the needs and fulfill the dreams of his clients is what brings Brad to work every day. As the saying goes, “It isn’t work if you love what you are doing.” That statement best describes Brad’s mission and passion for what he’s doing. He realizes that every day brings new challenges and opportunities in the financial-planning industry. Navigating through those and working on solutions, keeps Brad motivated to find the best possible outcome for his clients.

We are in a world that offers constant change. Keeping current with the changes is a priority for Brad ̶ not only changes that relate to the investment world, but also global affairs, economic issues, technology and more. Being in tune with our ever-changing world helps Brad develop and implement a complete strategy for each of his clients based on their individual needs, dreams and situations. This includes everything from creating an investment portfolio, assisting with an estate plan or long-term-care plan, to just sitting down with clients and showing them that he cares about their concerns and questions. This is all part of what Brad offers his clients when navigating through life’s situations.

Brad resides in Fulton, Illinois with his wife, Carol. They have 2 sons and 3 wonderful grandchildren. Brad enjoys spending time with his sons and their families ̶ especially his grandchildren ̶ as well as traveling and playing golf. Brad often says, “There just isn’t enough time to accomplish all of my dreams, so I focus on the one most important to me ̶ family.”

You may e-mail Brad at: bradley.fritz@nelsoncorp.com. 
 
 

Amy Cavanaugh has been in the financial services industry since 1993. She joined the NelsonCorp Wealth Management team in March of 2003. The former Amy Giesler grew up in Fulton, IL and graduated from Fulton High School and Illinois State University. Amy holds the Chartered Financial Consultant (ChFC) designation and the Series 7, 24 and 66 registrations. She is also licensed for life, health and variable insurance products in both Iowa and Illinois. Amy handles compliance-related issues for the firm.  

Amy believes her primary responsibility is to help her clients achieve their financial goals and objectives. She shares the firm’s philosophy on building business by emphasizing relationships, not transactions, and by putting the clients' interests first.   Amy also believes in volunteering and being active in her community and has served on several boards and committees for local organizations including the YMCA, United Way, Junior Achievement, Clinton Chamber of Commerce and the Clinton Community College Paul B. Sharar Foundation.

Amy resides in Clinton, IA and is the mother of two children. She enjoys boating, traveling and reading. You may email Amy at amy.cavanaugh@nelsoncorp.com.
 
 
Ken Nelson has been in Financial Services and Insurance since 1983.  He is a graduate of Clinton High School in Clinton, Iowa, and has a Bachelor of Science Degree from the University of Wisconsin-Platteville. He has been selected to be a member of the Fidelity Investments Advisory Council, and has received the status of Masters Council from Prudential Annuities. Ken attended a due diligence meeting in Pittsburgh, PA, which focused on alternative investments in natural gas as a tax-planning strategy.

Ken holds the Series 6, 7, 63 and 65 registrations, and is licensed for long-term care in both Iowa and Illinois. Ken has called the Quad Cities home since 1981, and enjoys boating and spending time with his wife, Kim and their 2 sons, Michael & Daniel.

You may email Ken at kenneth.nelson@nelsoncorp.com.
 
 
Nate Kreinbrink is a graduate of Ohio Northern University where he majored in Sports Management and minored in Business Management, while playing basketball. He spent 10 years with the Clinton LumberKings before joining NelsonCorp. Nate is a member of the Clinton Area Chamber of Commerce Board of Directors, and is the Co-Chair of the Chamber Leadership Institute. Nate holds the Series 65 registration and Retirement Income Certified Professional® (RICP®) designation.

Nate enjoys spending time with his family, coaching his sons’ sports teams, golfing, and spending time outdoors. He and his wife Ashley have 3 sons and reside in Clinton. 

You may email Nate at nate.kreinbrink@nelsoncorp.com.
 
 

Cathy McDanel, RP, has a BA from Southern Methodist University and attended the University of North Texas for her graduate studies in administrative management with an emphasis in marketing. Cathy holds the Series 6 and 63 registrations, and holds the Registered ParaplannerSM designation. She has been with NelsonCorp since 1996.

You may e-mail Cathy at: catherine.mcdanel@nelsoncorp.com.
 
 
 
 
 

Valerie Hill, Client Relations, is a graduate of Brown Institute of Broadcasting with an emphasis in sales and marketing. She holds the Series 6 and 63 registrations, and has been with NelsonCorp since 2003.

You may e-mail Valerie at: valerie.hill@nelsoncorp.com. 
 
 
 
 
 
 
Jake Woodcock handles portfolio and model construction for our accounts and holds the Series 7 and 66 registrations.  Jake has been with NelsonCorp Wealth Management since 2011.  Jake earned the Retirement Income Certified Professional® (RICP®) designation in 2016.  Jake resides in Clinton with his wife, Samantha and their three children. 

You may email Jake at jacob.woodcock@nelsoncorp.com
.
 
 
 
 
 
James Nelson holds the Series 65 registration.  James graduated from Ashford University in 2014 with a BA in Business Administration and Finance, and has been with NelsonCorp Wealth Management since 2012.  James resides in Clinton with his wife, Erica, and daughters, Sophia and Violet. 

You may email James at james.nelson@nelsoncorp.com.
 
 
 
 
 
 

John Nelson holds the Series 65 registration.  John graduated from Ashford University in 2014 with a BA in Business Administration and Finance, and has been with NelsonCorp Wealth Management since 2013. John resides in Davenport with his wife, Mercedez. 

You may email John at john.nelson@nelsoncorp.com.
 

 
 
 
 
 
 
Jamie Hugunin, Client Services, has an Associate's degree in Business Management.  She grew up in Fulton, and now lives in Clinton.  Jamie was in the banking industry and had an insurance license in life, health, property and casualty prior to coming to NelsonCorp.  Jamie has been with NelsonCorp since 2016. 

You can email Jamie at jamie.hugunin@nelsoncorp.com
.
 
 
 
 
 
Michelle Eversoll, Client Services, attended the Mid-American Institute of Professional Photography and worked as a Professional Photographer/Manager for 18 years before working the last 5 years as an Administrative Assistant. She has been with NelsonCorp since October, 2016. 

You can email Michelle at
michelle.eversoll@nelsoncorp.com.
 
 
 
 
 
Chad Breen is an advisor in our Dubuque office.  In 1994, Chad received his Bachelor of Arts degree from the University of Northern Iowa in Business Administration.  In addition he received the Certified Financial Planner™ designation from the CFP Board of Standards and hold the series 6, 7, 63, and 65 licenses. Chad resides in Dubuque, Iowa with his wife, Christine, and their three children, Hayley, Nathan, and Natalie. 
 
You can email Chad at chad@breenfinancialservices.com.
 
 
 

Richard J. Phelan (Rich), Business Development Officer has been a business and community leader in Clinton for over 30 years. Rich has an undergraduate degree in communications from St. Joseph’s College and an MBA from St. Ambrose University. Rich has a great deal of experience in general management of large and small companies, financial management, and as an entrepreneur.Some of Rich's  community involvement include:  Chair of the Clinton Regional Development Corporation, Director of the Iowa Association of Business and Industry; Chair of the Clinton Area Chamber of Commerce; Campaign Chair for the United Way; Board of Directors of Firstar Bank; President of the Clinton Baseball Club; Director of the Mt. St. Clare College Board of Trustees.  Rich is retired from LyondellBasell after 34 years serving in various management capacities. Rich is married to Carolyn, and has two grown daughters, Bridget Owen and Molly Nelson, and three grandchildren. Rich has been with NelsonCorp Wealth Management since 2014.  

You may email Rich at richard.phelan@nelsoncorp.com
  
 
Bob Lee, Community Relations, has been with NelsonCorp Wealth Management since 2016. 

You may email Bob at robert.lee@nelsoncorp.com
.
 
 
 
 
 
 
 
 
Deborah A. Montgomery, CPA, is with Montgomery Accounting Systems.  Her office has been in the NelsonCorp Wealth Management building since 2013. 

You may email Deb at deb@montgomeryaccounting.com.
 
 
 
 
 
 
Becky Frederick is with Montgomery Accounting Systems.  She and Deb Montgomery moved their office to the NelsonCorp Wealth Management building in 2013. 

You may email Becky at becky@montgomeryaccounting.com.
 
 
 
 
 
 
Andy Fergurson, EA, has been with Montgomery Accounting Systems since 2016.
 
You may email Andy at andy@montgomeryaccounting.com.
   
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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI.
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Cambridge and NelsonCorp Wealth Management are not affiliated.