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Ryan Nelson (CFP®, CPA, MBA, MS)

Ryan Nelson focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Millennials
  • Tax Planning

Planning Specialties

Equity Compensation Planning | Tax Planning | Investment Management | Financial Independence Planning | Life Planning | Education Planning | Estate Planning | Insurance Planning | Debt Optimization

Additional Information

Ryan Nelson, founder and principal wealth manager of RLN Wealth brings a deep pedigree and wealth of experience supporting high-net-worth professionals. He is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® professional with an MS in Accounting and a Master’s of Business Administration. Ryan works to the highest fiduciary standards and planning excellence, he is principled, proactive and accessible to clients with a devotion to making their money mean more for their families.

Outside of work Ryan enjoys collecting memories by traveling to tropical locations with loved ones, hosting family and friends at his lake home in Northwest Wisconsin, running, searching for great Italian food, and enjoying an americano from an independent coffee shop. Born & raised in Green Bay, Wisconsin Ryan is an avid Green Bay Packer fan (and shareholder!).

NAPFA Start Date

February 23, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

5893 Upland Ln N Plymouth, MN 55446-4535 Phone: (920) 737-7926
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