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Terry Dean Nelson is a financial advisor professional located in Rochester, MN. They specialize in financial advisory. With over 45 years of experience, they bring deep expertise to every client.
Terry Dean Nelson - Geneos Wealth Management, Inc. holds an active professional license (FINRA CRD) for your protection.
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Terry Dean Nelson operates Geneos Wealth Management, Inc. in Rochester, Minnesota. With 45 years in the financial advisory field, Nelson brings substantial experience to wealth management services. The firm holds FINRA CRD registration, which governs securities-related advisory activities. This extended tenure reflects long-term involvement in the financial services sector.
FINRA CRD registration indicates that Terry Dean Nelson and Geneos Wealth Management, Inc. are registered with the Financial Industry Regulatory Authority. This registration is required for firms and individuals offering securities-related advisory services. FINRA oversight means the firm operates under regulatory standards governing investment advice, client interactions, and compliance practices. This registration status signals that the business meets baseline requirements for conducting securities advisory work in the financial services industry.