Glenn W. Nelson*, CLU, ChFC

Glenn W. 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 over 30 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.

In 2011, Glenn joined the team at Independence Financial. He is a member of both the Winnebagoland Estate Planning Council and the Fox Cities Estate Planning Council. He is a former member of the board of directors for the Winnebagoland Estate Planning Council and has been a speaker at industry events.

As an active member of the Oshkosh community, Glenn is currently serving on the Board of Directors for the Battle on ‘Bago Foundation and Miravida Living. He is a member of the Oshkosh Southwest Rotary Club, the Oshkosh Chamber of Commerce and the Oshkosh YMCA. He has served on several boards for groups including the YMCA, Southwest Rotary, Oshkosh West Booster Club and his church.

Glenn lives in Oshkosh with his wife Deb. They have two adult sons, Ryan and Casey.  Glenn and Deb like to attend local musical, theater and sporting events.