Legacy Training Education Participant

Jesse Nelson

Copper Harbor Investment Advisors LLC
250 N. Metro Drive
Suite A
Appleton, WI 54913
9204410300
Jesse has been advising clients through a fiduciary and investment management role since 2006. Jesse’s experience includes an extensive background in investment management, financial planning, asset allocation, trust & fiduciary services as well as 401(k) plan management.

Education Completed

2024

2023

2022

Long Term Care Planning

Hooper Law Office, LLC, is a law firm focused solely on Estate Planning and Elder Law, and does not engage in financial planning directly. The inclusion of any financial or insurance advisor or their company in our Legal Advisor Directory does not constitute an endorsement of the independent advice received from an advisor on the directory. The purpose of this directory is to indicate that an advisor has participated in continuing education through Hooper Law Office, LLC and has completed certain continuing education courses related to Estate Planning and Elder Law through our firm, but the inclusion of the advisor’s name in the Legal Advisor Directory does not constitute an endorsement of the advice or opinion presented by the advisor.