John L. Nelson, PartnerSenior Partner
Phone: 651.797.3516 John graduated from the University of Minnesota, and is currently a Senior Agent, Financial Advisor and Cambridge Registered Representative. Prior to starting Transition Financial in 2001, John held executive management positions with Tonka Corporation, and Newell Rubbermaid, a Fortune 100 Company. As a Vice President for Newell Companies, he had responsibilities for sales, marketing, and customer service. There John initiated significant national marketing campaigns, and a customer service program called “Incredible Service”. This level of customer service has become an important part of the foundation at Transition Financial. John formed Transition Financial to help individuals, companies, trusts and foundations to plan, build, protect, distribute and transfer assets in the most tax-efficient manner. He holds Series 7 and 66 securities registrations, and is a licensed life, accident, and health insurance agent. In January of 2012, Transition Advisory group became a proud member of the Retirement Plan Advisory Group to better serve existing and new clients in a fiduciary capacity on their retirement plan and employee benefits. John subsequently changed the company name to Transition Advisory Group to more appropriately portray the focused direction toward working with larger companies and retirement plan sponsors and wealth management for individuals. John lives in North Oaks with his wife Sherry. Together, they have three children; Kari, David and Sara, and seven grandchildren; Emma, Sophie, Maggie, Cecelia, Matthew, Cole and Nora. 
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2345 Rice Street Phone: 651.797.3516 |
John Nelson is licensed in IL, MN, ND and WI to offer insurance products and life insurance (including variable life), annuities (including variable annuities), and is securities registered in IL, MN, ND, and WI, and adviser registered in IL, MN, ND and WI. Travis Story is licensed in MN to offer insurance products and life insurance (including variable life), annuities (including variable annuities), and is securities registered in MN, and adviser registered in MN.
This site is not a solicitation of interest in any of these products in any other state.
IMPORTANT CONSUMER INFORMATION: John and/or Travis may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by John and Travis that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution they represents, contact your state securities law administrator.
Securities offered through Cambridge Investment Research, Inc., 800.777.6080, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. John L. Nelson and Travis Story are Financial Representatives, Cambridge Registered Representatives and Financial Advisors. Transition Advisory Group is not an affiliate of Cambridge Investment Research, Inc.