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Nickolas Brett Nelson

KENSINGTON FINANCIAL GROUP, INC.·WINSTON-SALEM, North Carolina
Unclaimed Profile
326 SOUTH MAIN STREET, WINSTON-SALEM, NC 27101CRD# 5635557Firm CRD# 127658
01

About

Nickolas Brett 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.

02

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# 5635557
Firm CRD# 127658
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nickolas Brett Nelson offer?
Nickolas Brett Nelson specializes in Investment Management, Fee-Only Advisory. Contact their office in WINSTON-SALEM, North Carolina for a consultation.
What are Nickolas Brett Nelson's credentials?
Nickolas Brett Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nickolas Brett Nelson located?
Nickolas Brett 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 Nickolas Brett Nelson charge for services?
Nickolas Brett 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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