Ian Nelson in

Ian Nelson

Organizer · DISC type Sd
Wealth Management Specialist at RL Farmer Wealth Strategies
📍 Windsor, Colorado, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
22 Years
Current Role
Wealth Management Specialist
Job Level
Junior
Location
Windsor, Colorado, United States
Personality Overview

How Ian shows up

Trusting Of Others
Slow Starter
Thoughtfully Quick

Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Ian cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2023
Wealth Management Specialist
RL Farmer Wealth Strategies
7-2021
Managing Owner
Full Nelson Real Estate & Property Management, LLC
2010
Colorado Soccer Official
United States Soccer Federation
10-2021 - 7-2023
Wealth Advisor at Thrivent
Thrivent
8-2006 - 6-2021
Senior Account Manager
England Logistics
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2001
Business
Western State College
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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