Glenn Nelson, CLU, ChFC

Glenn Nelson, CLU, ChFC

Financial Advisor

Phone: 920 236-6587
Fax: 920 236-6589
E-mail:

Glenn W Nelson is a Chartered Financial Consultant and Chartered Life Underwriter with 25 years of experience in helping individuals and small business owners reach their financial goals. Glenn provides comprehensive retirement and life insurance planning - using a variety of investment and insurance planning - to help his clients accumulate, protect and preserve their wealth. He has a special interest in 401(k) plans, business succession planning, and individual retirement and estate planning.

Glenn started in the financial services industry in 1986 with a large life insurance company. Through the years, he transitioned to become an independent financial advisor and in 1998, he joined the FirstChoice Insurance Agency, an independent property and casualty insurance agency. At FirstChoice, he served in a management capacity and built the investment, retirement planning and financial services division. When the property and casualty agency was sold, Glenn ventured out on his own and continued to build his financial advisory practice. Glenn feels that teaming up with the professionals at Independence Financial will bring many additional benefits to his existing clients as well as give him an opportunity to grow.

Glenn serves as a volunteer on the Board of Directors for the Oshkosh Area YMCA and Winnebagoland Estate Planning Council. He is active in the Oshkosh Southwest Rotary Club and Oshkosh West High School Booster Club. Glenn has coached numerous youth football, basketball and softball teams and is active in his church.   

Glenn, his wife Deb and two boys live in Oshkosh. Glenn & Deb enjoy watching the boys participate in sporting, music and academic events, travelling, and cheering on the Green Bay Packers.      

Glenn is a registered representative of, and securities and investment advisory services are offered exclusively through HTK.