Our approach
Edward Jones: Nelson Wealth Management is committed to providing a client experience that can’t be replicated.
We've designed our team approach to integrate our complementary strengths and enhance each client experience with different perspectives, but one shared focus: We care about getting to know you. So, we’ll ask hard, smart questions and listen carefully to understand the underlying motivations of your financial decisions. Our approach is thorough and genuine. We'll partner to explore where you are today, where you want to be tomorrow and the financial path that can help get you there.
With over 45 years of combined experience, we recognize the high standard of care and proficiency required to preserve long-term client relationships and meet the evolving needs of the individuals and families we serve. Over the last 25 years, we have stood side-by-side with our clients to navigate market cycles, plan for the future, and adjust to life's challenges, milestones, and goals.
Our team values collaboration and innovation. We engage the expertise of your CPA and estate planning attorney to address all aspects of your financial life. We take pride in thinking outside the box and presenting solutions you may never have heard before –it's part of our commitment to helping you reach your goals.
Our office
Nelson Wealth Management
2000 Schafer St 3rd Floor,
Suite 300
Bismarck, ND 58501
Office Phone Number
(701) 255-1196
Fax
(888) 753-3470
Office Hours
Mon-Thu: 8:00 AM — 5:00 PM
Friday: 8:00 AM — 3:00 PM
Saturday: Closed
Sunday: Closed
Our Team
Renee Brady
Sr. Branch Office Administrator
Sharon Dorner
Sr. Branch Office Administrator
Logan Verner
Registered Branch Associate
Katina Leno
Branch Office Administrator
Ashlee N. Beasley
Sr. Branch Office Administrator
Jennifer Garlie
On-Call Associate
Troy Nelson, CEPA®
2000 Schafer St 3rd Floor, Suite 300
Bismarck, ND 58501
Vanessa K Martell, AAMS®
2000 Schafer St 3rd Floor, Suite 300
Bismarck, ND 58501
Financial Advisor Awards
Troy Nelson Awards
Barron’s Top 1,500 1
Ranked #1 in North Dakota 14 times:
2012-2018 and 2020-2026
Ranked #2 in North Dakota in 2019
Forbes Top 250 2
Wealth Advisor
Ranked 2021-2026
Forbes Best-In-State 3
Wealth Advisor
Ranked #1 North Dakota 2021-2026
Important information:
12026 Barron's Top 1,500 Financial Advisors (2014-2025 Barron's Top 1,200 Financial Advisors (2012-2013 Barron's Top 1,000 Financial Advisors), published the first quarter each year, data as of September of prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
22021-2026 Forbes|SHOOK® America's Top Wealth Advisors, published April 2026, research by SHOOK® Research LLC, data as of June 2025. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.
32021-2026 Forbes|SHOOK® Best-in-State Wealth Advisors in North Dakota, published 1st trimester each year, research by SHOOK® Research LLC, data as of June of prior year. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.