Kestra Advisory Services
44yrs
Top advisor by experience in North Oaks
25yrs
John Nelson is a fiduciary financial advisor in North Oaks, Minnesota, with 25 years in the industry. John joined TAG Wealth Advisors in 2018, after five years at Cambridge Investment Research Advisors. TAG Wealth Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 23 advisors with offices in North Oaks, and one of 20 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors in Minnesota
OfficeNorth Oaks, MN
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$301,637
Advisors at the firm2
States licensed ?1 state
Services through TAG Wealth Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowTAG Wealth AdvisorsCurrent firm
- 2014 – 2018
Contact John
(612) 328-9914TAG Wealth Advisors main office North Oaks, MNOffice · Get directions X (Twitter) pageTAG Wealth AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call TAG Wealth Advisors at (612) 328-9914 and ask for John Nelson. John works from the North Oaks, MN office.
How long has John been a financial advisor?
John has been in the industry since 2001, about 25 years. More experience than 72% of advisors in Minnesota.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
TAG Wealth Advisors reports being paid by a percentage of the assets they manage, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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