Broker Check

The NSI Team

Our staff of investment professionals pride themselves on offering sound financial advice, suitable to the specific needs and objectives of each existing or prospective client, and the highest degree of customer service. Each client has a personal Registered Investment Advisor Representative who conducts regular reviews to monitor changes in financial status, risk tolerance and investment objective.

Robert Nelson - In Memoriam

Founder

1945-2017. Our founder, president and owner, Robert Owen Nelson, passed away May 14, 2017, following a courageously, brave fight with Leukemia. In 1967, he graduated from Colby College with a Bachelors Degree in Political Science. From 1969 to 1970, he attended graduate school for international relations at the University of Southern California and received a Masters Degree from Gonzaga University in 1979. Bob founded Nelson Securities in 1983, and also served as President of the Spokane Stock Exchange. From 1983 to 2017, Bob was owner and president of Nelson Securities, Inc., a Broker-Dealer and Investment Advisor registered with the SEC. Bob's vision will remain an integral part of Nelson Securities’ investment process and future success as we continue to serve our valued clients in the highest regard and standard honoring Bob’s legacy moving forward.

Bob’s spirited personality could light up any room and will be forever missed by his loved ones, friends, employees, and clients.

Financial Advisors

Rob Nelson

Rob Nelson

President, Investment Policy Committee Member

888-536-3346 x211

David Vose

David Vose

Vice President, Investment Policy Committee Member

800-345-7593 x138

Jeffery Miller

Jeffery Miller

Director of Investment Management, Investment Policy Committee Member

800-345-7593 x141

Rusty Price

Rusty Price

Senior Account Executive, Investment Policy Committee Member

800-345-7593 x144

Steve Keller

Steve Keller

Senior Account Executive, Gainesville Branch Manager

800-934-2909 x303

Rick Garcia

Rick Garcia

Senior Account Executive

888-536-3346 x218

Scott Newman

Scott Newman

Senior Account Executive

888-536-3346 x217

Carmel Exum

Carmel Exum

Investment Advisor Representative

888-536-3346 x 157

Operations and Assistants

Shyla Gibson

Shyla Gibson

Chief Compliance Officer

800-345-7593 x139

Heidi Vose

Heidi Vose

Executive Vice President

800-345-7593 x122

Kristi  Brown

Kristi Brown

Product Administrator

800-345-7593 x123

Ann Nelson, MBA

Ann Nelson, MBA

Client Service Specialist

888-536-3346 x223

Gina Middaugh

Gina Middaugh

Registered Marketing Assistant to David Vose

800-345-7593 x133