About
A Trusted Advisor. A Personal Relationship.
Peter Nelson helps individuals, families, executives, and business owners work toward their financial goals and enhance their quality of life — today and throughout retirement.
Peter Nelson
Registered Investment Advisor Representative
About Peter
A Trusted Guide for Your Financial Journey
Peter Nelson helps individuals, families, and business owners navigate their financial journeys, working to secure their retirement and enhance their overall quality of life. He specializes in comprehensive financial planning, retirement income strategies, and investment management.
Peter holds a BS in Business/Finance from the University of Vermont and a degree in Industrial Engineering from North Carolina State University. As a Registered Representative with OSAIC, Inc. and a Registered Investment Advisor Representative with OSAIC Wealth, Inc., he holds his Series 7 and 66 licenses, along with Life, Health, and Long-Term Care (LTC) Insurance licenses.
Driven by a deep passion for community service, Peter actively serves on the Board of Directors for Exodus Homes Outreach Ministry in Hickory, NC. His past leadership roles include serving as President of the Lake Hickory Rotary Club and Chair of The Leader in Me – Accelerating Good to Great 4 All Catawba County. He has also been recognized as the YMCA Volunteer of the Year.
Peter lives in Hickory, NC, with his wife, Ann. They have two grown children: Nic, who is pursuing graduate studies at St. Andrews in Scotland, and Holly, who is studying social work at Lenoir-Rhyne University. Outside of work, Peter and his family are active members of Corinth Reformed Church and the local YMCA. In his free time, he enjoys hiking, sailing, landscaping, volleyball, and water sports.
My Philosophy
Planning That Starts With Your Life
People First, Numbers Second
A retirement plan that doesn't reflect who you are isn't really a plan — it's a spreadsheet. I start every engagement by understanding your life: your goals, your family, your fears, and your dreams.
Fee-Only, Always
I am compensated only by you — never by commissions or product sales. That means my advice is always in your best interest, full stop. No conflicts. No hidden incentives.
Fiduciary Standard
As a Registered Investment Advisor Representative, I am legally and ethically obligated to act in your best interest at all times. It's not just a credential — it's a commitment I take seriously every single day.
Community-Rooted Advice
I live and work in Hickory, NC. I'm not a distant voice on a phone — I'm your neighbor, your fellow Rotarian, your community member. That accountability shapes everything I do.
Credentials & Memberships
BS Business/Finance — University of Vermont
Academic foundation in finance and business
Industrial Engineering — NC State University
Analytical rigor applied to financial planning
Registered Representative, OSAIC, Inc.
Series 7 & 66 licensed
Registered Investment Advisor Representative
OSAIC Wealth, Inc.
Life, Health & LTC Insurance Licenses
Comprehensive coverage planning
Member, Professional Financial Planner Association
Charlotte, NC chapter
Community Involvement
Rooted in Hickory, Committed to Service
Exodus Homes Outreach Ministry
Board of Directors, Hickory, NC
Lake Hickory Rotary Club
Past President
The Leader in Me – Accelerating Good to Great 4 All Catawba County
Past Chair
YMCA Volunteer of the Year
Recognized for outstanding community service
Corinth Reformed Church
Active member with family
Let's Have a Conversation
The first step is simply talking. No pressure, no jargon — just an honest conversation about where you are and where you want to be. I'd love to hear your story.