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Sydney N

CFP®, Series 66

Pine City, MN

Edward Jones

Sydney Nelson is a CFP® designated financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, Nelson held positions at Northwestern Mutual and the University of Minnesota, Duluth. Outside of advising, Nelson owns Minnesota Curio Co., where they sell antiques locally on weekends. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals and institutions, with over $1 trillion in assets under management and a nationwide network of financial advisors and branches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement withdrawal strategies Founder/Business Owner
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