Our Mission

Stephen's mission is to help clients become educated on the financial matters that they will face, and assist them in making informed decisions regarding these financial matters. Our ultimate goal is to make sure that every person we come in contact with is put in a better financial position because of our meeting. This is achieved by learning about their goals and dreams, educating them on financial topics and products, and building a personal plan with the client to solve their financial roadblocks. By doing this we are able to help grow clients' assets while protecting them, their family, their assets, and their legacy.


Our Vision

Our vision is to help 150 businesses and families in our community become more financially secure in 2017, by helping them grow their weath while protecting what they have already accumulated.  As we do this, we will help those individuals and businesses live more peaceful and fulfilled lives.


Our Value Statement

As a trusted advisor we put our clients’ goals and needs at the forefront in order to assist them in making educated decisions that feel right to them.


Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  Stephen Nelson can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Stephen B Nelson, CFP®

Financial Advisor

  • Mobile 435-313-3646
  • Office 435-628-8248
  • Fax 435-673-5903

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Is Your Retirement Savings Plan Flexible?

Get flexibility in how you save for retirement and when it’s time to take withdrawals. Learn which savings tool can provide options in this short video.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck