Edward Jones- Financial Advisor: Troy Nelson

Edward Jones- Financial Advisor: Troy Nelson Member SIPC. My team and I want to understand what's important to our clients. This process helps clients weigh the financial consequences of life decisions.

We help clients understand their current financial situation and then set reasonable financial goals. We'll use an established process to build personalized strategies to help our clients reach their goals and monitor their progress on an ongoing basis. We will partner throughout our client's life to help them stay on track. I am active in my community, I serve as a board member with Teen Challeng

e, Pulse Outreach, and Financial Health, an organization to promote financial literacy. I have also had the opportunity to teach investment education at Bismarck State College. Missionary work in both the Dominican Republic and the Kids Alive program have become annual activities. I have been married for 25 years and have four kids, ranging in age from 11 to 20. I am passionate about my family life and enjoy spending family time at the lake. You should connect with me and my team if:
* You are retired or are nearing retirement and are seeking a retirement strategy.

* Are a business owner or considering selling your business or practice and are in need of financial advice and guidance.

* You have $1 million in investable assets and/or are in your higher income savings years and would like a second opinion on your current plan. We would address 5 items; Are you on track? If not, what do you need to do to get on track ? Evaluate performance and risk in portfolio. Evaluate diversification. And finally, review fees and expenses to ensure they are in line with the services you are receiving.
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Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4iiQk2w

This week, we had the privilege of welcoming some outstanding individuals from Edward Jones into our office, including a...
09/03/2026

This week, we had the privilege of welcoming some outstanding individuals from Edward Jones into our office, including advisors, home office leaders, and client service team members, to talk through what we've learned about building a team.

Since forming our team a little over a year ago, we've seen firsthand what it means for clients to have an entire team in their corner — one that can meet them wherever they are in life, rather than depending on a single advisor's perspective, expertise, calendar, and capacity. It changes the kind of continuity we can offer, especially across generations of a family.

We're grateful for the chance to connect with other top teams, hear their stories, and share key insights from our experience. Thank you to everyone who took the time to join us!

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4wYsuN6

Happy Birthday to Logan Verner and Brock Ballweber! We're grateful for the dedication, energy, and care you both bring t...
08/28/2026

Happy Birthday to Logan Verner and Brock Ballweber! We're grateful for the dedication, energy, and care you both bring to our clients and to this team every day. Enjoy your day, and here's to another great year ahead!

Grateful to Jenna Dagenhart and Asset TV for the conversation on leadership, growth, and what it takes to lead well over...
08/27/2026

Grateful to Jenna Dagenhart and Asset TV for the conversation on leadership, growth, and what it takes to lead well over the long run.
That's the work we do every day at Nelson Wealth Management.
Thank you, Jenna and the Asset TV team. It was a pleasure to join you.
Watch the full conversation: https://bit.ly/4d6rcsa

Money was never the destination. It's about what money makes possible: time away, a meal together, a life that feels lik...
08/25/2026

Money was never the destination. It's about what money makes possible: time away, a meal together, a life that feels like it belongs to you.
That's the real measure of a good financial plan. Not just how much the number grows, but whether it's funding the things in life that are most important to you.
Source: Edward Jones/Gallup, "Money and Meaning: Understanding Financial Fulfillment," 2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/45KQ5py

Two people with the same income can experience their finances in completely different ways, depending on their alignment...
08/20/2026

Two people with the same income can experience their finances in completely different ways, depending on their alignment and confidence, not just the size of the account. The research says it plainly: financial fulfillment can't be reduced to income, savings, or debt alone.
New Edward Jones/Gallup research breaks financial fulfillment into four parts, and none of them is your net worth.
So if you're evaluating your own finances this week, it might be worth asking which of those areas feels shakiest: alignment, emotion, or confidence, rather than just checking the balance.
We can help.
Source: Edward Jones/Gallup, "Money and Meaning: Understanding Financial Fulfillment," 2026

New Edward Jones/Gallup research found that 63% of Americans say gratitude, not stress, is the emotion they feel most of...
08/18/2026

New Edward Jones/Gallup research found that 63% of Americans say gratitude, not stress, is the emotion they feel most often about their finances. And the things that bring the most joy from money aren't purchases: it's shared experiences, togetherness, and giving to others.
That matches what I've seen for years. Money was never the destination. It's a tool for building relationships and extending generosity, and the research backs it up: financially fulfilled families are more than twice as likely to prioritize giving, and that fulfillment holds up even after accounting for income and net worth.
So this week, instead of asking "how much," try asking "what for."
Source: Edward Jones/Gallup Financial Fulfillment research, edwardjones.com/us-en/research/gallup

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

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2000 Schafer Street 3rd Floor, Suite 300
Bismarck, ND
58501

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Wednesday 8am - 5pm
Thursday 8am - 5pm
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