Unclaimed Profile

Nickolas Brett Nelson

KENSINGTON FINANCIAL GROUP, INC.·WINSTON-SALEM, North Carolina

Series 65Clean record9 years registeredKENSINGTON FINANCIAL GROUP, INC.

326 SOUTH MAIN STREET, WINSTON-SALEM, NC 27101CRD# 5635557Firm CRD# 127658

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nickolas Brett Nelson · WINSTON-SALEM, NC

Registration

CRD #5635557 · KENSINGTON FINANCIAL GROUP, INC. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KENSINGTON FINANCIAL GROUP, INC.

KENSINGTON FINANCIAL GROUP, INC.

Apr 2017 – Jan 2022

WINSTON-SALEM, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 1, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KENSINGTON FINANCIAL GROUP, INC.

CRD 127658 · SEC 801-120510

AUM

$124M

Regulatory assets under management

Employees

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 Nickolas Brett Nelson offer?

Nickolas Brett Nelson specializes in Investment Management, Fee-Only Advisory.

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, last registered with KENSINGTON FINANCIAL GROUP, INC..

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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