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James N

Series 66, Series 63, Series 65

Blue Springs, MO

Centaurus Financial, Inc.

James Nelson is a financial advisor at Centaurus Financial, Inc. in Blue Springs, MO, holding Series 63, Series 65, and Series 66 designations with 31 years of industry experience. He has been with Centaurus Financial since 2011. Nelson operates under the DBA Nelson Wealth Management for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse clientele, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a combination of fundamental and technical analysis alongside discretionary and non-discretionary investment arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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