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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Alexander Nussen is a financial advisor with Orin Green Financial, LLC. Brett has been in the financial services industry since November 2015 and has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Brett holds the Series 6, Series 7TO, Series 63, and Series 65 licenses. Brett is also a Certified Financial Planner. Brett specializes in financial planning, portfolio management for individuals, and the selection of other advisors. Orin Green Financial, LLC provides financial planning services to individuals and charitable organizations. The firm's advisory services include financial planning, portfolio management, and the selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Orin Green Financial, LLC (SAN DIEGO CA)
CA
11/16/2015 - 09/24/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN DIEGO CA)
IA
Issued 05/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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