Richard 'Rick' Nelsen, CFP®, RICP®, AIF, EA

Certified Financial Planner™ practitioner at Insight Financial Group at Insight Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Bay City, Michigan, United States, US

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Credentials

  • Enrolled Agent (EA)
    Internal Revenue Service
    Sep, 2022
    - Nov, 2024
  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Dec, 2014
    - Nov, 2024

Experience

  • Insight Financial Group
    • Accounting
    • 1 - 100 Employee
    • Certified Financial Planner™ practitioner at Insight Financial Group
      • Aug 2019 - Present

      Richard Nelsen of Richard Nelsen Investments has partnered with financial adviser Michael Espinoza. Effective August 1, 2019 we changed the name of our firm to Insight Financial Group - IFG. Securities through Cetera Financial Specialist LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. I am licensed to sell securities in MI., FLA., CA., AK., WI., MO., and licensed to sell insurance products in MI. Show less

  • Richard Nelsen Investments
    • 306 Fifth St. Ste 101 Bay City, MI 48708 989-391-4343
    • Certified Financial Planner
      • Dec 2014 - Present

      Securities through Cetera Financial Specialist LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. I am licensed to sell securities in MI., FLA., CA., AK., and licensed to sell insurance products in MI. Securities through Cetera Financial Specialist LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. I am licensed to sell securities in MI., FLA., CA., AK., and licensed to sell insurance products in MI.

  • Cole Financial Group
    • 306 Fifth St. Ste. 101 Bay City, MI 48708 phone 989-892-5055
    • Financial Advisor
      • 2009 - Dec 2014

      Securities through Cetera Financial Specialist LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. I am licensed to sell securities in MI., FLA., CA., AK., and licensed to sell insurance products in MI. Securities through Cetera Financial Specialist LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. I am licensed to sell securities in MI., FLA., CA., AK., and licensed to sell insurance products in MI.

Education

  • The American College
    Certified Financial Planner, Financial Planning and Services
    2011 - 2014
  • Central Michigan University
    Bachelor of Science, Finance
    1980 - 1984
  • Central Michigan University
    Bachelor of Science, Business
    1980 - 1984
  • Bay City Central High School

Community

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