Broker Check
Rodney Nelson

Rodney Nelson

Financial Advisor CUSO Financial Services, L.P.* at UFCU

- Excellence in Execution.

Branch Locations: Galveston and Victory Lakes

A former US 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 his country.

Rodney serves Members primarily in the Coastal Region at our Galveston and Victory Lakes locations. An industry veteran, he focuses on serving the medical community and is heavily involved with The University of Texas Medical Branch. He applies a regimented and thorough discovery process that surpasses the expectations of many of those who meet with him. 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 in 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. After work and family, he has no free time. (Or so he tells us!) On the rare occasions 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!”

Recognitions

2021-2023 Bronze Pacesetter Award1 Winner and 2023 Hall of Fame Inductee

1 Presented by CFS*/SPF, a national organization that supports credit unions and other financial institutions, the Pacesetter Awards recognize top registered financial advisors, from among the hundreds of CFS credit union and bank programs nationwide, for generating significant revenue while providing high quality investment and retirement planning services to clients.

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