Gerald Nelson, Investment Advisor

Planning for the future can seem overwhelming and complicated. But working with a financial professional whether you're close to retirement or just starting out can help. 

Gerald is a financial professional primarily for business owners and individual...

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About Gerald Nelson, Investment Advisor


About Us

Planning for the future can seem overwhelming and complicated. But working with a financial professional whether you're close to retirement or just starting out can help. 

Gerald is a financial professional primarily for business owners and individuals who among other things aspire to that work optional lifestyle. He is passionate about financial education and helping people work toward their goals. For fun, he enjoys traveling, organic gardening, yoga, and spending time with family and friends.

Gerald is a graduate of Valparaiso University, where he earned his Bachelor of Science in Economics with a Mathematics minor. He joined Principal Financial Group in 2016.

Gerald holds his FINRA Series 6, 7, 63, and 66 securities registrations, as well as his Life, Health, and Long Term Care Insurance licenses.

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