What departments does Nelson Financial, LLC have?

Nelson Financial, LLC has employees across 3 departments including Operations, Customer Success, Finance.

What is the largest department at Nelson Financial, LLC?

The largest department at Nelson Financial, LLC is Operations with 2 employees.

Where are Nelson Financial, LLC employees located globally?

Nelson Financial, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Nelson Financial, LLC's team size changed over time?

Nelson Financial, LLC's team has grown from approximately 2 to 6 employees based on available data.

Learn more at LeadIQ.com

Nelson Financial, LLC Employee Directory

Financial ServicesColorado, United States2-10 Employees

Nelson Financial, LLC operates in the financial services sector as a wealth management firm. It focuses on helping family farms, ranches, and the professionals who serve rural America grow and preserve their wealth.

It is based in Sterling, Colorado. The firm serves a niche market rooted in rural communities, offering comprehensive wealth management tailored to agricultural and rural professional needs. As a small team, it emphasizes close, individualized client service.

Nelson Financial, LLC Global Highlights

North America
6

United States Of America
6

Nelson Financial, LLC's Leadership

D. N.
Owner
Mobile Phone
Email
B. A. L.
Operations Manager
Mobile Phone
Email
A. F.
Operations Manager
Mobile Phone
Email
M. L.
Client Relationship Account Manager
Mobile Phone
Email
J. N. C.
Certified Financial Planner�
Mobile Phone
Email

Nelson Financial, LLC Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Nelson Financial, LLC

Name

Title

Contact Info

Location

Last Update

D. N.
Owner
Mobile Phone
Email
Oct 17, 2024
B. A. L.
Operations Manager
Mobile Phone
Email
United States
Oct 27, 2025
A. F.
Operations Manager
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
M. L.
Client Relationship Account Manager
Mobile Phone
Email
Oct 24, 2024
J. N. C.
Certified Financial Planner�
Mobile Phone
Email
UNITED STATES
Feb 05, 2024

Frequently Asked Questions

What is Nelson Financial, LLC known for?

Nelson Financial, LLC was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 206 Main Street po Box 750 Sterling, Colorado 80751 United States; you can contact the main corporate office by phone at

+1-970-521-****

. Explore Nelson Financial, LLC's company overview page for more information.

What is Nelson Financial, LLC's most common email format?

Nelson Financial, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Nelson Financial, LLC email formats with LeadIQ.

How many employees does Nelson Financial, LLC have currently?

Nelson Financial, LLC has approximately 9 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Nelson Financial, LLC's key employees and leadership?

As of July 2026, Nelson Financial, LLC's key employees include:

Owner: D. N.
Operations Manager: B. A. L.
Operations Manager: A. F.
Client Relationship Account Manager: M. L.
Certified Financial Planner�: J. N. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Nelson Financial, LLC Employee Directory

Find Nelson Financial, LLC employees' phone numbers or email addresses

Name search is limited — try advanced search instead