Chris Nelson was born in Minnesota. He grew up on a dairy farm in LeRoy, MN where he attended grade school and graduated from LeRoy-Ostrander High School in 1987. With all the hard, laborious work involved with farm life, Chris was more than ready for college and a career off the dairy farm. He received a Bachelor of Science degree from the University of Nebraska-Lincoln in 1992 where he was a student-athlete for five years.
Some of the honors earned while attending the University of Nebraska-Lincoln: First Team Academic All Big Eight Conference, Big Eight/Phillips 66 Classroom Champion, National Wrestling Coaches Association All-Academic Team, Team Captain – University of Nebraska-Lincoln Wrestling Team, 2-Time NCAA Division One Wrestling All-American, 1992 Big Eight Conference Wrestling Champion and Outstanding Big Eight Conference Wrestler.
In the Spring of 1993, Chris taught mathematics at Lincoln Southeast High School, was married to Holli Parish in Cozad, NE and together they moved to Mound, MN in the Summer of 1993 where Chris was a teacher and coach at Mound-Westonka High School for two years and Delano High School for half of one year. Chris completed his Series 7 and Series 63 securities registration in January 1996 and resigned from teaching and coaching and accepted the Financial Representative position with Valley Bank and Trust Company in Scottsbluff, NE.
Since joining the Valley Bank and Trust Company team in 1996, Chris has continued his education by completing his Series 65 security registration, Life and Heath Insurance License, Certificate in Personal Financial Planning through The Metropolitan State College of Denver, Colorado, and is a REGISTERED FINANCIAL CONSULTANT and CERTIFIED FINANCIAL PLANNER® professional.
Chris’ business philosophy is “Always do what’s right for the customer, be a team player, and always ask a lot of questions”.
Chris’ hobbies include fishing, hunting, golfing, traveling, and keeping up with his three sons and their many activities.
Chris is a member of the Financial Planning Association, The Scotts Bluff Country Club, The Lion’s Club, The Elk’s Lodge #1367, and Sons of the American Legion.
*Securities, insurance products, and investment advisory services offered through SagePoint Financial, Inc. and it's affiliates, member FINRA/SIPC and a registered investment advisor. Valley Financial Planning is not registered as broker-dealer or investment advisor. Valley Financial Planning and Valley Bank and Trust Co. are not affiliated with SagePoint Financial, Inc. Securities are not FDIC Insured, not guaranteed by Valley Bank and Trust Co., and may lose value.
Financial Products and Services Including*:
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Complete Financial Planning
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Mutual Funds
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Variable Annuities
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IRA's, TSA's, SEP's, 401K's
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Unit Investment Trusts
Insurance Products and Services Including:
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Fixed Annuities
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Life Insurance
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Long Term Care Insurance
FINRA - Financial Industry Regulatory Authority - www.FINRA.org SIPC - Securities Investor Protection Corporation - www.SIPC.org
This communication is strictly intended for individuals residing in the states of Nebraska and Colorado. No offers may be made or accepted from any resident outside the specific states referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or
exempt from state broker/dealer, investment advisor, BD agent, or IA registration requirements as appropriate. Follow-up, individualized
responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities,
or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration
requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a
broker/dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
