Todd Nelson, Financial Advisor

Financial Advisor
Todd J Nelson

CFP®, ChFC®, CEPA®, ChSNC®, CRPC™
390 Mallory Station Rd Ste 105, Franklin, TN 37067opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Values and Faith Based Investing
  • Business Retirement Plans
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • New Investors

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • ChSNC®

    Chartered Special Needs Consultant®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Real Estate
  • Volunteering
  • Traveling
  • Spending Time with Family
  • Martial Arts

Team Members

  • Cynthia Wilson
    Sr. Branch Office Administrator
  • Cathy Brown
    Branch Office Administrator

Send Me a Message

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Office Information

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 - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(615) 302-2488

Fax

(844) 835-0041

Office Address

390 Mallory Station Rd Ste 105
Franklin, TN 37067opens in a new window

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