Profile

Todd A. Nelson
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Managing Director 
Senior Financial Advisor

Call Toll Free: 1.888.606.8633
Email: todd_nelson@ml.com
Website: www.fa.ml.com/toddnelson


In 1989, Todd joined Merrill. Todd is a Managing Director and Senior Financial Advisor on the Nelson Wealth Management Group which is registered in approximately thirty states.*

Todd A. Nelson has been named in the following award lists:

Barron's "Top 1,200 Financial Advisors" in 2020, 2019, 2018, 2017, 2016, 2015, and 2014 (Published annually in March. Rankings based on data as of September 30 of prior year).
Barron's "Top 1,000 Financial Advisors" in 2012 and 2011 (Published annually in February. Rankings based on data as of September 30 of prior year).
Financial Times "Top 400 Financial Advisors" in 2020, 2019, 2018, and 2017 (Published annually Mar – April. Rankings based on data as of June 30 of prior year).
Forbes "Best-in-State Wealth Advisors" in 2020, 2019, 2018 and 2017 (Published annually Jan – April. Rankings based on data as of June 30
of prior year).

With over 30 years of experience, Todd is dedicated to providing clients with the finest individually-tailored approach to financial and investment strategies. At the heart of Todd’s philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service. Todd takes a highly personalized role in following through for clients – to help make sure their needs are always handled with the highest degree of professional courtesy and attention, and that financial strategies are always accurately and timely implemented.

Todd works closely with high-net-worth individuals and institutions through every step of the investment process. In collaborating with clients on developing a robust wealth management strategy, he focuses on in-depth financial options. With Todd’s many years of experience he has developed and successfully implemented strategies that provide asset accumulation and sustainable asset distribution for individuals, family's, and institutions' wealth. As a result, Todd’s client relationships are built on performance, satisfaction and trust.

Todd was born and raised in Central South Dakota. Todd received a Bachelor's degree in political science from the University of South Dakota in 1978. Todd received a Master’s degree in Public Administration from the University of South Dakota in 1980. Upon graduation, Todd married his wife Dawn, then moved to Sioux Falls where he began work for Mid States Enterprises, Inc., a Wendy’s franchisee restaurant group. As the franchisee Area Director, Todd oversaw the opening and operation of thirty Wendy's restaurants in four states including South Dakota, Minnesota, Nebraska, and Nevada. Todd’s active in his community through service with his church, the Masonic Lodge, the Scottish Rite, the El Riad Shrine, the Lion's Club, and the Banquet. Todd also supports additional local organizations such as: Children's Home Society, Children's Inn, Lifescape, The Salvation Army, The Ronald McDonald House, McCrossan's Boys Ranch, The University of South Dakota Foundation, Beta Theta Pi Fraternity, Alpha Phi Sorority, VFW, American Legion, and The Wounded Warriors.

Todd and his wife have been blessed with two grown daughters, Maria and Madeleine Nelson, a son in law, Mark Schroeder, and two grandchildren, Caroline and William Schroeder.



*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. Rankings based on data as of
September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience
and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number
of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under
management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal
company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are
no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of
performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones
& Company, Inc. All rights reserved. Years prior to 2014, this list consisted of 1,000 Advisors.

*Source: Financial Times “400 Top Financial Advisers” list, published annually Mar - April. Rankings based on data as of June 30 of prior year.

The Financial Times “400 Top Financial Advisers” (FT 400) list is an independent listing produced annually by Ignites Research, a division
of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisers, broker-dealer home offices,
regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: assets under management
(AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of
services provided to clients and is not indicative of this adviser’s future performance. Neither the brokerages nor the advisers pay a fee
to the Financial Times in exchange for inclusion in the FT 400. Rankings and recognition from the Financial Times are no guarantee of
future investment success and do not ensure that a current or prospective client will experience a higher level of performance results,
and such rankings should not be construed as an endorsement of the adviser. All rights reserved.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based
on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry
experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and
advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the
right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is
not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.