Top Wealth + Best-in-State · rank 1 · Bismarck, North Dakota · listed firm: Edward Jones
Identity & firm
- Firm — Edward Jones (high)
- “Troy Michael Nelson - Broker at EDWARD JONES” — sec_finra_regulatory
- Parent company — The Jones Financial Companies, L.L.L.P. (medium)
- “Edward Jones is a subsidiary of The Jones Financial Companies, L.L.L.P., a limited liability limited partnership.” — general_press
- Firm type — ibd_rep (high)
- “Troy has passed the Series 63 and Series 65 examinations (and related licensing requirements), which allow Troy to offer securities and/or investment advisory services as permitted by law.” — firm_official
- Team name — Nelson Wealth Management (high)
- “Edward Jones: Nelson Wealth Management is committed to providing a client experience that can't be replicated.” — firm_official
- Team size — 12 (medium)
- “Linda Lamey Volk (Associate Financial Advisor, AAMS®, CFP®)” — firm_official
- CRD — 3077843 (high)
- “Troy Michael Nelson - Broker at EDWARD JONES” — sec_finra_regulatory
- Years experience — 27 (high)
- “He has been in practice for 27 years, the last 27 years at Edward Jones.” — social_or_third_party_db
- Designations — other:CEPA (high)
- “CEPA® (Certified Exit Planning Advisor®)” — firm_official
Book of business
- Team AUM ($M) — 1100 (high)
- “Team Assets: $1.1B (custodied)” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum Account Size: $500K” — forbes_shook
- Typical client net worth ($M) — 5.15 (high)
- “Typical Net Worth of Relationships: $1.9-8.4M” — forbes_shook
- Client niche — entrepreneurs and business owners, including exit/business-transition planning (high)
- “At Nelson Wealth Management, we've expanded our offerings and built a team to support clients at every life stage” — firm_official
- “I work with high-net-worth individuals that are quite successful in their fields.” — professional_press
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Troy has passed the Series 63 and Series 65 examinations (and related licensing requirements), which allow Troy to offer securities and/or investment advisory services as permitted by law.” — firm_official
Positioning & marketing
- Website url — https://www.edwardjones.com/us-en/group/nelson-wealth-management (high)
- “Edward Jones: Nelson Wealth Management is committed to providing a client experience that can't be replicated.” — firm_official
- Value proposition (verbatim) — Edward Jones: Nelson Wealth Management is committed to providing a client experience that can't be replicated. We care about getting to know you. So, we'll ask hard, smart questions and listen carefully to understand the underlying motivations of your financial decisions. (high)
- “Edward Jones: Nelson Wealth Management is committed to providing a client experience that can't be replicated.” — firm_official
- “We care about getting to know you. So, we'll ask hard, smart questions and listen carefully to understand the underlying motivations of your financial decisions.” — firm_official
- Differentiators — client experience that can't be replicated, over 45 years of combined team experience, engages the client's CPA and estate planning attorney, team approach integrating complementary strengths, 25-year track record navigating market cycles with clients (high)
- “With over 45 years of combined experience, we recognize the high standard of care...” — firm_official
- “We engage the expertise of your CPA and estate planning attorney to address all...” — firm_official
- Content marketing — none (low)
- “Edward Jones: Nelson Wealth Management is committed to providing a client experience that can't be replicated.” — firm_official
- Has podcast — no (medium)
- “Regarding specific information about podcasts or newsletters from the team, the search results do not contain details about those particular offerings.” — firm_official
- Books published — 0 (medium)
- “Being featured in The Masters List is a tremendous honor” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — facebook (low)
- “Edward Jones- Financial Advisor: Troy Nelson | Bismarck ND | Facebook” — social_or_third_party_db
- Press awards — Barron's Top 1,200/1,500 Financial Advisors — #1 in North Dakota, 14 times (2012-2018, 2020-2026), Featured in The Masters List by SHOOK Research in partnership with Forbes, Faces of Bismarck-Mandan — Face of Wealth Management, BisMan Inc. feature interview, Forbes Business Council member (high)
- “Barron's Top 1,500 (#1 ND ranking 14 times: 2012-2018, 2020-2026)” — firm_official
- “Featured in The Masters List book by SHOOK Research in partnership with Forbes” — firm_official
Visual brand
- Has distinct logo — no (high)
- “Edward Jones: Nelson Wealth Management is committed to providing a client experience that can't be replicated.” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Edward Jones corporate template — brand blues on white, conservative sans-serif type, studio headshots on neutral backdrops, and Barron's/SHOOK award badges used as the main visual differentiator. No team-specific palette or imagery. (medium)
- “Edward Jones: Nelson Wealth Management is committed to providing a client experience that can't be replicated.” — firm_official