Ethan Nelson

Background

About Ethan Nelson

As a Financial Advisor I serve individuals and businesses in the Bloomington-Normal and surrounding areas. Our group specializes in comprehensive investment management and retirement planning to individuals and families as well as small business owners. To simplify the complicated world of investments, we look at all of the individual pieces of your financial picture to create a plan designed to be easy to understand. Our areas of focus include Pensions and Employer Retirement Plans (including Traditional, Roth and SEP IRAs), Wealth Management Strategies, Estate, Education and Insurance Planning, and Business Succession Planning. My desire to help individuals succeed financially started a number of years ago. I graduated from Illinois State University with a bachelor’s degree in Finance and a minor in Financial Planning. With a focus on continuing education, I have also earned my CERTIFIED FINANCIAL PLANNER® certification. The CFP® certification requires completion of an approved educational program, passing a rigorous examination and meeting stringent experience requirements. Away from the office you can usually find me working out or staying active outdoors, or relaxing with my wife Samantha, son Everett and dog Reagan. I also keep active in our community by volunteering and serving on various committee's for local organizations. This information is intended for use by residents of AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, MI, MN, MO, NC, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI, and WY Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social