For Financial Advisors
Enhance your practice by surrounding yourself with like-minded professionals who have decades of experience solving many of the common problems advisors face. We are independent advisors with a large broker-dealer that has a national reach and penchant for innovation.
Joining the NelsonCorp family will give you access to a menu of support services customized to what you need to grow your business. With the support of Cambridge Investment Research, Inc. we can help provide:
1. Practice Support
- Compliance support through our broker-dealer
- Back office assistance for paperwork and administration
- Access to a network of professional relationships
- Experienced advisors and industry professionals working beside you
2. Business Growth Strategies
- Fee conversions for those interested in moving into the fee business
- Mentoring opportunities
- Succession planning and acquisition assistance
- Branch models – fee options
3. Efficiencies of Scale
- Paraplanner support
- Trading services for fee models or branch fee models
- Technology assistance including hardware/software support, social media, digital marketing solutions, and access to experienced tech professionals
Working with professionals who are committed to placing clients’ interests first is important to us. Our core values of authenticity, effectiveness, teamwork, and kindness represent this commitment and serve as the qualities we look for in advisors.
If your values align with our own, contact us today to learn more.
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.