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Our financial advice team


Josiah Nelson, Financial Advisor serving the Missoula, MT area - Ameriprise Advisors

Josiah Nelson

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Granite Peak Wealth Advisors
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Family Finances

Interests

  • Fishing
  • Golfing
  • Hiking
  • Coaching, Etc

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelors of Science in Finance, University of Montana, Missoula
  • Minor in Economics, University of Montana, Missoula

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company

  • Little Grizzly Football Coach
  • Missoula Little Guy Wrestling Coach
  • Missoula Chamber of Commerce Leadership Missoula 29 Member
  • United Way Citizen Reviewer
  • Montana Food Bank Network Volunteer