Rodney Nelson

Rodney Nelson

Associate Financial Advisor
CUSO Financial Services, LP* at UFCU

—Excellence in execution.

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Profile

A former U.S. Marine with combat experience, Rodney understands the value of discipline and the importance of a well-designed plan. He credits the success of his practice to the skills and habits he developed while in service to this country. “When you’re in a combat zone, the stakes are high. Mistakes cost lives, so we didn’t make them.” He is, without question, the single-most meticulous advisor on our team.

Rodney serves members primarily in the Coastal Region of Texas at our Galveston and League City branches. An industry veteran, he specializes in serving the medical community and is heavily involved with The University of Texas Medical Branch. He operates with a regimented and thorough discovery process that goes deeper than what many people think of when meeting with a planner. Why? Rodney doesn’t like mistakes. His objective is to add confidence to his clients’ financial world, and he does so by investing his time and energy into the lives of those he serves.

Originally from Kansas, Rodney has lived just about everywhere at one time or another. It wasn’t until the birth of his son that he and his wife finally decided to lay down some roots. He is married, has a son, and no free time (or so he tells us!) On the rare occasions when he isn’t working or involved in his son’s extracurricular activities, he enjoys flyboarding, fishing, and relaxing with family and friends.

Get to Know Rodney

What was your favorite TV show growing up?
“Cheers.”

What did you want to be when you grew up?
“Like my dad.”

Tennis shoes or flip flops?
“Flip Flops, I live on an Island!”

 


* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.

Phone (832) 340-2504