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Brett William Nelson

Kensington Financial Group, Inc.

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About Brett William Nelson

Brett William Nelson is an Investment Advisor Representative with Kensington Financial Group, Inc. Brett has been in the industry since June 2003 and is registered with the state of North Carolina. Brett has passed the Series 65 exam, the Uniform Investment Adviser Law Examination. Brett specializes in providing investment advice to individuals.

Firm Information

Brett Nelson is currently registered with Kensington Financial Group, Inc.. Kensington Financial Group, Inc. is an investment advisor located in WINSTON-SALEM, NC. They manage approximately $124,061,759 in discretionary and non-discretionary assets for 496 clients, primarily individuals (including 49 high-net-worth individuals) and individuals other than high-net-worth.
Kensington Financial Group, Inc.

326 SOUTH MAIN STREET

WINSTON-SALEM, NC 27101

$124.06M

Assets Under Management

Not reported

Total Clients

2

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.

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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.

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percentage of assets

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

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Brett Nelson’s Registration & Firm History

NC

07/08/2003 - Present

Kensington Financial Group, Inc. (WINSTON-SALEM NC)

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Licenses & Designations

IA

Issued 06/13/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett William Nelson.
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