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Charley Nelson: Primerica - Financial ServicesFinancial advisor in Appleton, WI

Charley Nelson: Primerica - Financial Services is a financial advisor at 3000 N Ballard Rd b, Appleton, WI 54911, ranked #6 of 111 financial advisors in Appleton and rated 5.0 from 15 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Appleton, WIUpdated 0 paid placements in any rankingHow we rank

Call (920) 968-8732Website ↗

Key facts

Key facts about Charley Nelson: Primerica - Financial Services
Address3000 N Ballard Rd b, Appleton, WI 54911Get directions
Phone(920) 968-8732
Websitereps.primerica.com
Google rating5.0 from 15 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Appleton and 11 towns within 25 miles: Little Chute, Kaukauna, Menasha, Neenah, De Pere, Ashwaubenon, Oshkosh, Allouez, Howard, Green Bay and Bellevue.

Based in Appleton, WIView on map

Questions about Charley Nelson: Primerica - Financial Services

How is Charley Nelson: Primerica - Financial Services ranked in Appleton?

Charley Nelson: Primerica - Financial Services is ranked #6 of 111 financial advisors in Appleton by RFA Score, with 71 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Charley Nelson: Primerica - Financial Services serve?

Serves Appleton and 11 towns within 25 miles: Little Chute, Kaukauna, Menasha, Neenah, De Pere, Ashwaubenon, Oshkosh, Allouez, Howard, Green Bay and Bellevue. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Charley Nelson: Primerica - Financial Services?

Charley Nelson: Primerica - Financial Services has a rating of 5.0 from 15 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Charley Nelson: Primerica - Financial Services?

Call Charley Nelson: Primerica - Financial Services on (920) 968-8732. The business is at 3000 N Ballard Rd b, Appleton, WI 54911. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Charley Nelson: Primerica - Financial Services compared with nearby businesses
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Charley Nelson: Primerica - Financial Services (this business)—715.0 (15)——
Legacy Investment Services#4735.0 (24)NoNo1.8 mi
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