linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brett Matthew Nelson

Mariner Independent

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brett? Claim Your Profile

About Brett Matthew Nelson

Brett Nelson is a financial advisor at Mariner Independent, based in Warrenton, VA. Brett has over 15 years of experience in the financial services industry. Brett holds the Series 7, Series 63 and Series 65 licenses, and is a Certified Financial Planner. Brett has worked at several firms, including VOYA Financial Advisors, Inc. and Edward Jones. Brett is committed to providing clients with personalized financial advice and strategies to help them reach their financial goals.

Firm Information

Brett Nelson is currently registered with Mariner Independent. Mariner Independent is a financial advisor based in Overland Park, KS. With over 80 investment advisor representatives, the firm manages $4.35 billion in assets for individuals, corporations, and institutions. They provide financial planning, portfolio management, and pension consulting services.
Mariner Independent

5700 WEST 112TH STREET

OVERLAND PARK, KS 66211

$4.35B

Assets Under Management

41

Total Clients

79

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brett Nelson’s Registration & Firm History

VA

03/01/2022 - Present

Mariner Independent (Warrenton VA)

VA

01/16/2007 - 08/27/2020

VOYA FINANCIAL ADVISORS, INC. (WARRENTON VA)

VA

10/11/2005 - 12/20/2005

EDWARD JONES (WARRENTON VA)

Not sure if Brett Matthew Nelson is right for you?

Licenses & Designations

IA

Issued 03/05/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett Matthew Nelson.
Not sure if Brett Matthew Nelson is right for you?