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Terry N
CFP®, ChFC®, Series 63
Rochester, MN
Geneos Wealth Management, Inc.
Terry Nelson is a CFP® and ChFC® with 45 years of experience in the financial services industry. He has been with Geneos Wealth Management, Inc. since 2010 and also maintains a long-term association with Olmsted Financial Group dating back to 1991. In addition to his advisory roles, he is a partner of CTG LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a multi-strategy investment process with continuous account monitoring and discretionary trading authority, providing both customized portfolios and access to third-party money managers.
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