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Brett William Nelson

KENSINGTON FINANCIAL GROUP, INC.·WINSTON-SALEM, North Carolina
Series 65Clean record23 years registeredKENSINGTON FINANCIAL GROUP, INC.
326 SOUTH MAIN STREET, WINSTON-SALEM, NC 27101CRD# 4681786Firm CRD# 127658

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett William Nelson · WINSTON-SALEM, NC
Registration
CRD #4681786 · KENSINGTON FINANCIAL GROUP, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

KENSINGTON FINANCIAL GROUP, INC.
Jul 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 8, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KENSINGTON FINANCIAL GROUP, INC.
CRD 127658 · SEC 801-120510
AUM
$124M
Regulatory assets under management
Employees
2
496 client accounts
Services offered by KENSINGTON FINANCIAL GROUP, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at KENSINGTON FINANCIAL GROUP, INC. →
Introduction

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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 at KENSINGTON FINANCIAL GROUP, INC.

Christopher Michael Haggerson
WINSTON-SALEM, NC
Nickolas Brett Nelson
WINSTON-SALEM, NC

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