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Associates

John L. Nelson, Partner

Victoria Jacobson, Client Service Assistant

About Us

  • Our Firm
  • Employee Benefit Plans
  • Business Ownership Strategies
  • Individual & Family Financial Needs
  • Employee Financial Resources Program
  • Financial Planning
  • Private Client Services
  • Why Transition Advisory Group?
  • Retirement Plan Assessment
  • Group Benefit Assessment
  • Our Associates
  • Our Location
  • Featured Links
  • Tell A Friend
Contact Us

2345 Rice Street
Suite 208

Saint Paul, MN 55113-3720

Phone: 651.797.3516
Fax: 651.797.3656

clientservice @transitionadvisory.com
Map and Directions

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.