
BEN NELSON, APMA® | Independent Financial Advisor
Ben Nelson is an Independent Financial Advisor at Insight, helping clients navigate life’s most important financial decisions with clarity and confidence. With a broad range of expertise spanning retirement planning, investment management, tax planning strategies, and wealth preservation, Ben brings a comprehensive approach to financial planning that is tailored to each client’s unique situation. He holds an Accredited Portfolio Management Advisor™ (APMA®) designation and a B.A. in Economics from the University of Iowa, along with a full suite of securities licenses. A recipient of the Ameriprise Ultimate Digital Excellence Award in 2024 for delivering a best-in-class digital experience to his clients and a Business Record Forty Under 40 honoree in 2015 for being a top business leader in the state of Iowa who demonstrated exceptional achievement in his career and significant contributions to his community, Ben has built a reputation for delivering exceptional service and forward-thinking guidance. Ben is committed to serving all clients with the same level of care, expertise, and personalized attention — regardless of background or family structure.
Outside the Office
Ben is a devoted father of three, and some of his favorite moments are spent fishing with his kids and attending church at Lutheran Church of Hope in West Des Moines. In the kitchen, Ben fancies himself an amateur chef — cooking is a genuine passion, not just a hobby. When time allows, you’ll also find him on the golf course.
Ben brings a forward-thinking, client-centered approach to wealth management — always focused not on where things are, but where they’re going.
Favorite Quote:
“I skate to where the puck is going to be, not where it has been.” — Wayne Gretzky
INSIGHT WEALTH GROUP
ANDREW KLEIS
Partner
ANDREW DORR
Partner
BEN MORROW
Wealth Manager
BEN NELSON
Wealth Manager

KRISTEN CROUTHAMEL
Wealth Manager

LAURA EMERY
Director of Operations

ALLISON KLEIS
Director of Marketing

ALEX PEREZ
Director of Trading

KARLIE BOWN
Administrative Assistant
BREANNE JACOBS
Wealth Operations Associate
PHIL KOSMALA
Investment Committee Advisor

NICK MEYER
Wealth Management Associate
INSIGHT WEALTH GROUP
ANDREW KLEIS
Partner
ANDREW DORR
Partner
BEN MORROW
Wealth Manager
BEN NELSON
Wealth Manager

KRISTEN CROUTHAMEL
Wealth Manager

LAURA EMERY
Director of Operations

ALLISON KLEIS
Director of Marketing

ALEX PEREZ
Director of Trading

KARLIE BOWN
Administrative Assistant
BREANNE JACOBS
Wealth Operations Associate
PHIL KOSMALA
Investment Committee Advisor







