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Brett Ronald Nelson

CERTEZA FUND ADVISORS LLC·PROVIDENCE, Utah
Clean recordCERTEZA FUND ADVISORS LLC
565 W 465 N, PROVIDENCE, UT 84332CRD# 7296138Firm CRD# 310848

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Ronald Nelson · PROVIDENCE, UT
Registration
CRD #7296138 · CERTEZA FUND ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brett Ronald Nelson is a registered financial advisor based in PROVIDENCE, Utah, affiliated with CERTEZA FUND ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CERTEZA FUND ADVISORS LLC
CERTEZA FUND ADVISORS LLC
AUM
$20M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CERTEZA FUND ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7296138
Firm CRD# 310848
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brett Ronald Nelson offer?
Brett Ronald Nelson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PROVIDENCE, Utah for a consultation.
What are Brett Ronald Nelson's credentials?
Brett Ronald Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Ronald Nelson located?
Brett Ronald Nelson is based in PROVIDENCE, Utah, working with CERTEZA FUND ADVISORS LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does Brett Ronald Nelson charge for services?
Brett Ronald 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 CERTEZA FUND ADVISORS LLC?
CERTEZA FUND ADVISORS LLC has approximately 3 employees and manages $20M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CERTEZA FUND ADVISORS LLC

Melvin Brett Jensen
PROVIDENCE, UT
James Henry Macfarlane
PROVIDENCE, UT
Patrick Wayne Sharp
PROVIDENCE, UT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)OREM (38)HOLLADAY (28)BOUNTIFUL (26)SOUTH JORDAN (25)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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