portrait of John W Nelson
FINANCIAL ADVISOR

John W Nelson

CFP®, CAP®, AAMS™
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Socially Conscious Investing
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Wealth Strategies

Certifications

  • CFP®

    Certified Financial Planner™

  • CAP®

    Chartered Advisor in Philanthropy®

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Jill Auger
    Sr. Branch Office Administrator
  • Bree Kilpela
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(906) 482-8680

Fax

(888) 240-7763

Office Address

901 West Sharon Ave
Sharon Centre
Houghton, MI 49931opens in a new window

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