Company name
2022Founder
Nelson Moen, CFP®, ChFC® Nelson Moen follows a personal mission statement: “To inspire happiness, uplift others with positivity and enjoy life’s journey to the fullest.” As a financial advisor based in Minneapolis, this philosophy is engraved into the conversations that are had with clients. He graduated from the University of Minnesota with a Bachelor of Science in Business, earning dual degrees in Finance and Entrepreneurial Management, in 2017. He maintains a commitment to continuing his education, earning his CERTIFIED FINANCIAL PLANNER™ designation in 2019 and his Chartered Financial Consultant designation in 2022. With the Parr McKnight Wealth Management Group, Nelson helps clients in a wide variety of areas including personal wealth management strategies, asset preservation strategies, estate planning strategies and education planning. Nelson prides himself on his commitment to understanding the passions, priorities and goals of his clients and relies on his attention to the details when putting together customized plans. His adolescence revolved around sports and the memories and lessons learned have shaped the person that he is today. By focusing on hard work, strategy, and commitment, he learned
Partner
Jr. Partner
Financial Advisor
Financial Representative Intern
Financial Planning Intern
Vocational, Finance
Bachelors, Finance