With more than 22 years of 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.
Providing comprehensive wealth strategies involves more than just investment guidance. I welcome the involvement of your CPA, attorney and other professionals to address the entire scope of financial concerns, including your tax mitigation, estate considerations and wealth protection strategies, as well as charitable giving, to tailor a strategy that is appropriate for you and your family.
I received my bachelor's degree in finance from Moorhead State University and hold my Uniform Investment Adviser Law Examination.
I am an active board member with Teen Challenge and Pulse Outreach, and I have taught investment education at Bismarck State College. Missionary work in the Dominican Republic and the Kids Alive program have become annual activities.
I have been on Forbes Top 250 Wealth Advisors for the second year in a row.* This is a great honor as the only Edward Jones advisor to have been ranked. I have been named to Barron's "America's Top 1,200 Financial Advisors" as North Dakota's #1 Overall Financial Advisor for ten of the last 11 years.** I have been featured in various Barron's publications on multiple occasions. I was named on the Forbes Best in State, a first for a financial advisor in North and South Dakota.*** I attended the Edward Jones Managing Partner's Conference for 19 years and became a limited partner in 2007. I have also been a member of the Top 25 within Edward Jones for 12 years.
My wife, Kree, and I have four children: daughters Maddie, Emma and Olivia, and son Salvador.
*Forbes 250 Top Wealth Advisors from 2021-2022, awarded in August each year, research by Shook Research, data as of March of prior year. Compensation provided for using, not obtaining the rating.
**Barron's Top 1200 Financial Advisors from 2011-2022 awarded February or March each year, data as of September of prior year. Compensation provided for using, not obtaining the rating.
***Forbes Best-In-State Wealth Advisors in North Dakota and South Dakota in 2021 and 2022, awarded 1st quarter each year, research by Shook Research, data as of June of prior year. Compensation provided for using, not obtaining the rating.
- Entrepreneurs & Business Owners
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Charitable Giving
- Divorce Finances
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Health & Nutrition
- Auto Racing
Phone NumberTroy M Nelson at (701) 255-1196
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