Eric M. Nelson, CFP®
PWM Financial Planner
Eric M. Nelson started his career at Baird in 2015. Prior to working in the investment industry, he was an Assistant Professor of Mathematics at Hobart & William Smith Colleges. He holds Mathematics degrees from Butler University (B.S.) & Colorado State University (M.S. and PhD). Eric passed the series 7 & 66 securities licensing exams in 2015 and 2016. In 2017, Eric successfully earned his CERTIFIED FINANCIAL PLANNER™ certification.
Eric, a native of Neenah, resides in Green Bay. Sailing, hiking, and cross-country skiing are among his many outdoor hobbies.