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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As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4o3NsaH

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/3PC5XWR

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4uNWieK

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate ear...
05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/42uzapv

Nelson Wealth Management is honored to share that Troy Nelson has been ranked #1 in North Dakota and #88 in the countr...
05/06/2026

Nelson Wealth Management is honored to share that Troy Nelson has been ranked #1 in North Dakota and #88 in the country on the 2026 Forbes Top 250 Wealth Advisors list.

This recognition is a testament to the trust our clients place in us and our dedication to providing top-tier financial guidance year after year. Thank you for letting us be part of your financial journey!

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?Senior Global Inv...
05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/3QEaFUh

We are incredibly proud to announce that Troy Nelson has been recognized on the Barron’s Top 1500 Financial Advisors lis...
05/01/2026

We are incredibly proud to announce that Troy Nelson has been recognized on the Barron’s Top 1500 Financial Advisors list for the 15th consecutive year, ranking #1 in North Dakota for 14 of those years.

We are committed to serving as trusted financial guides for all of life’s peaks and valleys. Whether you are navigating a new high or a challenging low, we remain dedicated to the families and businesses in Bismarck and beyond. Thank you for your continued trust.

2026 Barron's Top 1,500 Financial Advisors (2014-2025 Barron's Top 1,200) (2012-2013 Barron's Top 1,000), published the first quarter each year, data as of September of prior year. North Dakota #1 Ranking 2012-2018, 2020-2026; #2 Ranking 2019. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance, or client feedback.

Edward Jones Member SIPC

Proud to be part of a firm that continues to set the standard for client satisfaction.Edward Jones being ranked #1 by J...
04/29/2026

Proud to be part of a firm that continues to set the standard for client satisfaction.

Edward Jones being ranked #1 by JD Power makes this recognition even more meaningful, and it reflects the commitment across the entire organization to doing what’s right for clients.

Grateful to contribute my part at Edward Jones, surrounded by a team that holds that same standard every day.

2026 JD Power U.S Full-Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking.

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fun...
04/27/2026

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fundamentals and corporate earnings. From developments in the Middle East to expectations around a potential Fed leadership change and a busy earnings season, Senior Economist James McCann outlines what investors should be on the lookout for in the latest Weekly Market Wrap.

https://bit.ly/4ecj5Mj

Address

1701 Burnt Boat Drive
Bismarck, ND
58503

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

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