LPL Financial
35yrs
Top advisor by experience in Harlan
4yrs
Thad Nelson
Financial advisor at Edward Jones
Thad Nelson has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Harlan, Iowa. Thad joined Edward Jones in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 9 advisors with offices in Harlan, and one of 9 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1204 7th Street, Harlan, IA 51537
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- 2022 – nowEdward JonesCurrent firm
Contact Thad
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Thad. 1204 7th StreetHarlan, IA 51537Office · Get directions
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Questions to ask Thad
Tailored to Thad’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Thad
How do I contact Thad?
Call Edward Jones at (314) 515-2000 and ask for Thad Nelson. Thad works from the Harlan, IA office.
How long has Thad been a financial advisor?
Thad has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Thad hold?
Series 66. Tap any license on this page to see what it allows.
Is Thad a fiduciary?
Thad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thad paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Thad 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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