Michael Nelson, CFP®, ChFC®, CLU®, RICP®
Associate Advisor | Director of Investment Operations
Mike is a Certified Financial Planner (CFP®) and serves as an Associate Advisor and the Director of Investment Operations at Leverty Financial Group. With 9 years of industry experience, Mike joined the firm in 2017. He manages the investment operations team and supports both the team and clients with service requests. His responsibilities also include overseeing investment portfolio administration, trading, and reporting, with a focus on optimizing the execution of comprehensive financial plans.
Originally from Morgan, Minnesota, Mike graduated from Southwest Minnesota State in Marshall, MN, with a degree in Personal Finance. He currently resides in Lake Elmo with his wife, Katie, and their three children: Luna, Addie, and Crew.