NelsonCorp Wealth Management has served the financial needs of others for more than 35 years, growing from three associates in a small Illinois office to over 20 team members in multiple locations. We now oversee branch offices from Iowa to Hawaii. Our growth has allowed us to build a team with a blend of experiences and education so that we can deliver the best possible service to you.
We are grateful to our clients, without whom we would not be where we are today. To ensure the next 35 years are as rewarding as the first, we will continue to build our business in accordance with our core values:
Authenticity
Being true to ourselves and living our values helps us build open and honest relationships. While it is easy to tell our clients what they want to hear, we feel it is crucial we are able to tell them what they need to hear.
Kindness
Businesses today can be impersonal. We value each of our clients individually, acting with consideration and compassion in all that we do.
Effectiveness
We focus our efforts on doing the right things, not just on doing things right. We improve outcomes by concentrating on the things that have a high degree of control, and also have the potential for high levels of impact.
Teamwork
No matter the industry, a successful team is always greater than the sum of its parts. We are a team both within our offices and together with our clients.
To learn more about our team, click here.
880 13th Avenue North
Clinton, Iowa 52732
563-242-9042
5465 Utica Ridge Road
Davenport, Iowa 52807
563-823-0532
9079 East Tamarack Drive
Dubuque, Iowa 52003
800-248-9042
info@nelsoncorp.com
Fax: 563-242-9062
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and NelsonCorp Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OR, TN, TX, UT, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced. Investing involves risk. Depending on the different types of investments there may be varying degrees of risk. Clients and prospective clients should be prepared to bear investment loss including loss of original principal.
Cambridge’s Form CRS (Customer Relationship Summary)
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, NelsonCorp Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.