John W Nelson

John W Nelson

CFP®, AAMS®
901 West Sharon Ave Sharon Centre Houghton, MI 49931 call John W Nelson at (906) 482-8680
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Raised in the Copper Country, it was while serving in the U.S. Marine Corps that I first became aware of the number of people who either didn't understand finances or didn't have a plan in place. After deciding to leave the Marine Corps, I received my bachelor's degree in finance before also receiving my M.B.A from Michigan Tech University.

From my experience as a financial advisor with Edward Jones, I believe in a holistic approach that begins by understanding and clarifying your expectations and goals before investing any money. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We always monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service

Providing comprehensive wealth strategies involves more than just investment guidance. I welcome the involvement of your tax professional, attorney and other professionals, to address the entire scope of financial concerns, including how to mitigate taxes, address estate considerations, wealth protection strategies, as well as charitable giving, to customize a strategy that is appropriate for you and your family.

Besides adventuring in the Keweenaw, I coach high school soccer, am an active member of the Houghton Rotary and enjoy helping with local nonprofit groups as well as educating students on the basics of handling money. My wife, Krista, and I live in Houghton with our Husky, Koda.

We offer complimentary consultations and would be honored to get the chance to know you and help you achieve your financial goals.

Office Information

Office Address

901 West Sharon Ave Sharon Centre Houghton, MI 49931

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

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