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Contact Us

Associates

John L. Nelson, Partner

Victoria Jacobson, Client Service Assistant

Curtis Gallegos, Associate

About Us

  • Our Firm
  • Employee Benefit Plans
  • Business Ownership Strategies
  • Individual & Family Financial Needs
  • Employee Financial Resources Program
  • Financial Planning
  • Private Client Services
  • Why Transition Financial?
  • Retirement Plan Survey
  • Health Insurance/Benefit Assessment
  • Our Associates
  • Our Location
  • Affiliated Offices
  • Featured Links
  • Tell A Friend
Contact Us

8530 Eagle Point Blvd.
Suite 125
Lake Elmo, MN 55042-8530

Phone: 651.287.5476
Fax: 651.223.4880

clientservice @transitionfinancial.net
Map and Directions

John Nelson is licensed in AZ, IA, IL, MN, ND, SD, and WI to offer health, disability and life insurance (including variable life), annuities (including variable annuities), securities and long-term care insurance. This site is not a solicitation of interest in any of these products in any other state. IMPORTANT CONSUMER INFORMATION: John Nelson may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by John Nelson that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment advisor, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator. Transition Financial is providing links to other Web sites to give the option to explore information on mutual funds, retirement plans, health insurance, and other insurance and investment information. Transition Financial did not create and does not claim any responsibility for the content on those pages.

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