

Financial Advisor
Jenny Nelson
CFP®, AAMS®, CRPS™
475 Anchorage Rd, Suite 1, Warsaw, IN 46580opens in a new windowAccepting New Clients
Focus Areas
- Business Retirement Plans
- Divorce Finances
- New Investors
- Portfolio Reviews
- Retirement Savings Strategies
- Agribusiness Professionals
Focus Areas
- Business Retirement Plans
- Divorce Finances
- New Investors
- Portfolio Reviews
- Retirement Savings Strategies
- Agribusiness Professionals
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®AAMS®
Accredited Asset Management Specialist™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Coaching Sports
- Farming
- Pets
- Walking
- Traveling
Team Members
Barb HeislerSr. Branch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 12:00PM |
| Fri | Closed for Holiday |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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