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Rob Nelson

Financial Advisor

Phone: (307) 721-7556
Email: r.nelson@wsbfa.com

Rob Nelson was born and raised in Laramie, WY and attended college in Southern California. He lived throughout California working in investment management for one of the nation's largest insurance companies and returned to Wyoming in 2012. He hold FINRA series 6, 7, 26, 63 and 65 licenses. In addition, he holds Property & Casualty, Life & Health and Life Analyst Insurance Licenses.



Whether you are a current investor or looking to invest for the first time, SagePoint Financial has solutions for every stage of life. We can help you design a program tailored for your individual needs.

To learn more about investing in today’s markets, visit www.sagepointfinancial.com.

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Securities, insurance products, and investment advisory services offered through SagePoint Financial, Inc. and its affiliates, member FINRA/SIPC and a registered investment advisor. Western States Bank is not registered as broker-dealer or investment advisor. Western States Bank are not affiliated with SagePoint Financial, Inc. Securities are not FDIC insured, not guaranteed by Western States Bank, and may lose value.

This communication is strictly intended for individuals residing in the states of CA, CO, IN, MT, NE, ND, NM, WA & WY. No offers may be made or accepted from any resident outside the specific states referenced.

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