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Brett William Nelson

KENSINGTON FINANCIAL GROUP, INC.·WINSTON-SALEM, North Carolina
Unclaimed Profile
326 SOUTH MAIN STREET, WINSTON-SALEM, NC 27101CRD# 4681786Firm CRD# 127658
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About

Brett William Nelson is a registered financial advisor based in WINSTON-SALEM, North Carolina, affiliated with KENSINGTON FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
KENSINGTON FINANCIAL GROUP, INC.
KENSINGTON FINANCIAL GROUP, INC.
AUM
$124M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KENSINGTON FINANCIAL GROUP, INC. →
Services
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4681786
Firm CRD# 127658
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brett William Nelson offer?
Brett William Nelson specializes in Investment Management, Fee-Only Advisory. Contact their office in WINSTON-SALEM, North Carolina for a consultation.
What are Brett William Nelson's credentials?
Brett William Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett William Nelson located?
Brett William Nelson is based in WINSTON-SALEM, North Carolina, working with KENSINGTON FINANCIAL GROUP, INC.. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.
How does Brett William Nelson charge for services?
Brett William Nelson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KENSINGTON FINANCIAL GROUP, INC.?
KENSINGTON FINANCIAL GROUP, INC. has approximately 2 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WINSTON-SALEM
Michael Andrew Carter — VERGER CAPITAL MANAGEMENT LLCCharles Collett Patton — MIMOSA INVESTMENT MANAGEMENT, LLCRobert Hairston Kluttz — MIMOSA INVESTMENT MANAGEMENT, LLCDavid Wright Dupree — VERGER CAPITAL MANAGEMENT LLCSr. Kenneth Brown — KENSINGTON FINANCIAL GROUP, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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