Insights

Niche Market Focus NelsonCorp Wealth Management operates in the specialized financial services sector with a focus on wealth management and philanthropic estate planning, presenting opportunities to offer tailored financial technology solutions that enhance estate planning and donor engagement.

Leadership Recognition The company's CEO, David Nelson, has received industry recognition as Outstanding Planned Giving Profession, highlighting a strong leadership position and potential openness to partnerships that support charitable giving initiatives.

Mid-Sized Firm With 11 to 50 employees and revenues between 1 million to 10 million dollars, NelsonCorp is a mid-sized firm that may benefit from scalable, cost-effective tech solutions to support growth and client engagement strategies.

Technology Usage Utilizing modern tools like Microsoft 365 and RSS feeds indicates openness to digital integration, providing an entry point for upgrading to advanced client management and communication platforms.

Market Positioning Positioned alongside major competitors like Charles Schwab and Fidelity, NelsonCorp can be targeted with industry-specific financial products and services that differentiate their local presence and personalized client solutions to strengthen their market share.

NelsonCorp Wealth Management Tech Stack

NelsonCorp Wealth Management uses 8 technology products and services including Cloudflare, Twemoji, Priority Hints, and more. Explore NelsonCorp Wealth Management's tech stack below.

Cloudflare

Content Management System

Twemoji

Font Scripts

Priority Hints

Performance

Flywheel

Platform As A Service

HTTP/3

Web & Portal Technology

Google Analytics

Web Analytics

Magnific Popup

Web Tools And Plugins

FitVids.js

Web Tools And Plugins

NelsonCorp Wealth Management Email Formats	Example	Percentage
First.Last@nelsoncorp.com	John.Doe@nelsoncorp.com	86%
Last@nelsoncorp.com	Doe@nelsoncorp.com	14%

NelsonCorp Wealth Management Email Formats

Example

Percentage

First.Last@nelsoncorp.com

John.Doe@nelsoncorp.com

86%

Last@nelsoncorp.com

Doe@nelsoncorp.com

14%

Frequently Asked Questions

Where is NelsonCorp Wealth Management's headquarters located?

NelsonCorp Wealth Management's main headquarters is located at 880 13th Avenue North Clinton, Iowa 52732 United States. The company has employees across 1 continents, including North America.

What is NelsonCorp Wealth Management's phone number?

You can contact NelsonCorp Wealth Management's main corporate office by phone at

+1-563-242-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is NelsonCorp Wealth Management's official website and social media links?

NelsonCorp Wealth Management's official website is nelsoncorp.com and has social profiles on LinkedIn.

What is NelsonCorp Wealth Management's NAICS code?

NelsonCorp Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does NelsonCorp Wealth Management have currently?

As of March 2026, NelsonCorp Wealth Management has approximately 11 employees across 1 continents, including North America. Key team members include President And Ceo: D. N.Office Manager: J. N.Financial Services Associate: E. K.. Explore NelsonCorp Wealth Management's employee directory with LeadIQ.

What industry does NelsonCorp Wealth Management belong to?

NelsonCorp Wealth Management operates in the Financial Services industry.

What technology does NelsonCorp Wealth Management use?

NelsonCorp Wealth Management's tech stack includes CloudflareTwemojiPriority HintsFlywheelHTTP/3Google AnalyticsMagnific PopupFitVids.js.

What is NelsonCorp Wealth Management's email format?

NelsonCorp Wealth Management's email format typically follows the pattern of First.Last@nelsoncorp.com. Find more NelsonCorp Wealth Management email formats with LeadIQ.

NelsonCorp Wealth Management

Q: How many employees does NelsonCorp Wealth Management have currently?

NelsonCorp Wealth Management has approximately 11 employees.

Q: What technology does NelsonCorp Wealth Management use?

NelsonCorp Wealth Management's tech stack includes Flywheel, PHP, X-XSS-Protection, Microsoft ASP.NET, SWFObject.

Q: What is NelsonCorp Wealth Management's NAICS code?

NelsonCorp Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesIowa, United States11-50 Employees

NelsonCorp Wealth Management operates in the financial services industry, providing wealth management services to clients. Securities for client accounts are offered through Cambridge Investment Research, Inc., a broker/dealer registered with FINRA/SIPC, while investment advisory services are provided by Cambridge Investment Research Advisors, Inc.; Cambridge and NelsonCorp Wealth Management are not affiliated. The firm is based in Clinton, Iowa, and is characterized as a small to mid-sized practice serving the local region.

David Nelson, the company's president and chief executive, was recognized in November 2022 as an Outstanding Planned Giving Professional for leadership in promoting philanthropic legacies through estate giving and other planned giving vehicles. This recent development highlights a leadership focus on charitable planning within the wealth management context. NelsonCorp Wealth Management thus functions as a regional player in financial services, guiding clients through wealth and estate planning considerations.

Insights

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