Gregory Nelson, financial advisor Bloomington MN
96 score

Gregory Nelson

CRD Number: 3019785
Current Firm: Star Capital Inc.

Gregory Nelson (CRD# 3019785) is an Investment Advisor Representative working at Star Capital Inc. in Bloomington, MN and has over 18 years of experience in the finance industry. Gregory Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Peak Brokerage Services, LLC Palm Beach Gardens, FL Oct 2015 - Current 2
Star Capital Inc. Rocherster, MN Jun 2014 - Current 4
Strategic Retirement Solutions Inc. Dba Strategic Tax Rochester, MN May 2002 - Current 16
Sole Proprietor Rochester, MN Dec 2000 - Current 17
Next Financial Group Inc. Rochester, MN Feb 2009 - Oct 2015 6
Ids Life Insurance Company Burnsville, MN Sep 2000 - Feb 2009 8
Ameriprise Financial Burnsville, MN Aug 1999 - Jan 2009 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
Contact Info for Gregory B. Nelson
Phone Number: 651-444-1116
Registered State(s):
  • IA
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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