Troy Nelson

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#106

America's Top Wealth Advisors (2024)

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

Forbes Best-In-State Wealth Advisors (2024)

North Dakota

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

About Troy Nelson

With more than 25 years of experience as a financial advisor with Edward Jones, I believe in a holistic approach that begins with a desire to understand what is important to you, then building a dynamic personalized plan of action that we will monitor & adjust as life events warrant.

Providing comprehensive wealth strategies consists of more than investment guidance. I encourage the involvement of your CPA, attorney & other professionals to address the entire scope of financial concerns. Our plans may incorporate tax mitigation, estate considerations & wealth... Read More

The description above is provided by Troy.

Focus Area / Customer Base

Wealth Strategies, Entrepreneur & Business Succession, Estate & Legacy Strategies, Charitable Giving

Troy Nelson's Awards

2024

2012-2024 Barron's Top 1,200

2020-2024: Ranked #1 in North Dakota
2019: Ranked #2 in North Dakota
2012-2018: Ranked #1 in North Dakota

2024

2021-2024 Forbes America Top Wealth Advisors

2024: Ranked #106 overall
2023: Ranked #118 overall

2024

2021-2024 Forbes Best-in-State Wealth Advisor

2021–2024: Ranked #1 in North Dakota

Barron’s Top 1,200 Financial Advisors in 2012–2024, published February or March each year, data as of September of prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

Forbes America’s Top Wealth Advisors 2021-2024, published April or August each year, research by SHOOK Research LLC, data as of June of prior year. or March the same year. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

Forbes Best-in-State Wealth Advisors in North Dakota for 2021-2024, published first trimester each year, research by SHOOK Research LLC, data as of June of prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.