Jesse L. Nelson, MBA, CFP®

Nelson-Jesse

Investment Manager, Appleton
920-996-1214 (Direct)
800-236-2246
jesse.nelson@schencksc.com

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Profile

Jesse’s diverse background and wide-ranging experience provide a unique blend of skills and perspective to clients. In addition to his experience in investment management, he has a strong background in research and analysis, critical skills for analyzing and identifying sound investment opportunities for clients.

Areas of Specialization

Personal Investing
Managing Retirement Plan Assets
Portfolio Analysis
Security Revie
Asset Allocation
Retirement Planning
Portfolio Construction

Education

University of Wisconsin - Stevens Point, BA, History and International Studies
University of Wisconsin - Oshkosh, MBA, Finance Emphasis

Presentations Given

Jesse regularly contributes to Schenck’s Strategies newsletter, writing on topics related to investments and 401(k) plans. He also had a case study published in the Journal of the International Academy for Case Studies.