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Nelson Financial Services Logo
Nelson Financial Services CB Rank
3002714
Heat Score
34
Nelson Financial Services is a financial firm that offers financial planning, investment management, and wealth management services.
Founded
obfuscation
Private Rockville, Minnesota, United States11-50 www.enelsonfinancial.com
Asset Management
Financial Services
Wealth Management
Overview

Nelson Financial Services
Heat Score
34

Growth Score
pts
in past quarter
Heat Score 34
-11 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Nelson Financial Services

CB Rank
3002714
Nelson Financial Services is a financial firm that offers financial planning, investment management, and wealth management services.
Founded
obfuscation
Private Rockville, Minnesota, United States11-50 www.enelsonfinancial.com
Asset Management
Financial Services
Wealth Management

Key People

Details

Legal Name Osaic Wealth, Inc.
Operating Status Active
Company Type For Profit
Founders  Jeff Nelson
Phone Number +1 651 645 3921
Contact Email jeffn@enelsonfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that involves analyzing a client's entire financial profile to develop tailored strategies for achieving financial goals.
Investment Management
A service that manages clients' investment portfolios to align with their financial goals and risk tolerance.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$108.3KThis year, Nelson Financial Services is projected to spend $108.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Amazon (AMZN) Logo
Amazon (AMZN)
73

Active Website Tech Count

3Nelson Financial Services is actively using 3 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m and  Google Maps.
Sub-Organizations
Frequently Asked Questions

Where is Nelson Financial Services's headquarters? Nelson Financial Services is located in Rockville, Minnesota, United States.Who are Nelson Financial Services's competitors? Alternatives and possible competitors to Nelson Financial Services may include Great River Investments, Lang & Associates Financial Group, and  WealthSpring Advisors.
Who We Are
What We Do
Helpful Links
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