Randy Nelson

Area Director

A member of the financial services community since 1989, Randy Nelson has worked extensively in the public sector arena implementing and developing 457(b) deferred compensation programs in Michigan. He also represents a full range of financial planning and investment services.

Randy’s clients view him as a proven and trusted financial advisor who has successfully helped them secure their retirement future. He has managed and serviced individual retirement plans in 40+ municipalities with assets totaling more than $165 million.

A University of Michigan graduate, he holds FINRA Series 6, 7, 63, and 65 registrations, along with life, health, and variable contracts licenses in the State of Michigan.

Check the background of this investment professional on FINRA’s BrokerCheck.

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