Philip Nelson


Financial Advisor
Associate Vice President
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Background and qualification information is available at FINRA's BrokerCheck website.

It all begins with a plan

I provide a comprehensive financial planning approach focused on understanding your unique vision. Whether you are dealing with life's milestones, transitioning your business or planning your legacy, I can offer guidance and personalized strategies that grow with your needs.

Multigenerational planning:

I believe a solid financial plan should include an asset protection strategy that looks to help insure that all you have worked for is preserved in a tax efficient manner and is passed on to future generations according to your wishes. This includes helping your children and heirs understand the value of their assets.

Your retirement puzzle

These days, it’s not unusual for retirement to last 20-30 years – or even longer. That means you’ll need to create a secure income for yourself that will be there for you as long as you’ll need it. I’d like to share a short video with you that I think you’ll find interesting. It describes a solution that can help you ensure your income will last for as long as you need it. Visit riversource.com/puzzle to view “How do you solve your retirement puzzle?” After you’ve watched the video, contact me and we’ll talk about how this income solution might fit into your retirement plans.

My videos

6 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)