The right financial advisor can make all the difference.

Insure & Invest

Planning and Pursuing Your Investment Goals

Investing takes time to plan, discipline to carry out, and the knowledge to know which products work for your unique situation. Through investment analysis and asset allocation, our Financial Advisors will work with you to help you plan and pursue your financial goals. We do that by first identifying your goals and objectives and then offering you thoughtful, relevant options.


United Insurance & Investments          

Jeff Nelson is a Registered Representative offering Securities and Investment Advisory Services through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker-Dealer and Registered Investment Advisor.

Cetera is under separate ownership from any other named entity.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com

Investments are not FDIC/NCUSIF insured. Not insured by any Government Agency. Not a deposit of United Bank of Iowa. Not Financial Institution Guaranteed.  May go down in value.

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Online Privacy Policy- www.ceteraadvisornetworks.com/clients/website-privacy-policy

Business Continuity- https://myceterasmartworks.com/Public/Portal/Content.aspx?ContentId=30050041

Order Routing Disclosure - https://www.orderroutingdisclosure.com/


Contact Information:
609 N Clark Street
Carroll, IA 51401
712-792-8559


Western Insurance Agency