Greg Nelson

Registered Representative & Investment Advisor Representative of Lincoln Investment Planning, Inc.

5350 Orchard St W, Suite 200

University Place, WA 98467

(253) 473-0656

Greg's Bio
Services

Greg's Bio

Greg's first priority is building a relationship with his clients. He believes that listening to people, hearing their dreams and plans for the future is the best foundation from which to create a successful financial or retirement plan. He is dedicated to building long-term relationships based on exceptional service.

Prior to joining Shelgren Financial Group, in 2000, Greg was a teacher and coach in the Clover Park School District. As a former teacher, he is familiar with the unique financial planning and retirement needs of education employees.

Greg is an Investment Advisor Representative of Lincoln Investment Planning, Inc. (Series 66) and a General Securities Representative of Lincoln Investment Planning®, Inc. (Series 7). Additionally, he holds both life and disability insurance licenses.

A graduate of Pacific Lutheran University, Greg received Bachelors Degrees in Education and American History. He is married to Janet, who is a teacher in the Clover Park School District. Greg, Janet, and their son, Drew, live in University Place.

Services offered

Comprehensive Financial Planning
Tax Favored Investments
Investment Portfolio Analysis
Projection of State Retirement Income
Retirement Income Analysis
Life Insurance Analysis
College Funding Plans
Tax Evaluation

Service Center

Locate a Representative:

to ask a question, schedule an appointment or refer a friend or colleague. Or call us at (800) 367-4388.

Events

6/28/2009	Sign up Now
WASA/AWSP Summer Golf
Indian Canyon, Spokane
7/30/2009	Sign up Now
SFG 12th Annual Golf Tournament
The Home Course, Dupont

Financial Representative of and offers advisory services and securities through Lincoln Investments Planning, Inc.
Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC
5350 Orchard St. W., Suite 200 • University Place, WA 98467 • (253) 473-0656 • Fax (253) 473-0753
www.shelgrenfinancial.com
Supervising office: 3900 E Valley Road, Suite 202 • Renton, WA 98057 • (425) 251 5910 • Fax (425) 251-0186

Due to various state regulations and registration requirements concerning the dissemination of information on specific investments, Lincoln Investment Planning, Inc. and its agents must be registered prior to such dissemination. This site is intended for informational purposes only and further discussion will require prior compliance with state regulations and registration.