BN
CFP
BN
CFP

Brett Matthew Nelson

19 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
3,051 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$5.6B

Fee Structure

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Location

332 W. Lee Hwy., Unit 300, Warrenton, VA, 20186

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brett is a life and annuity insurance producer. He is also the Managing Member of Nelson Wealth Management, LLC, created to receive 1099 income from Mariner Platform Solutions, dedicating minimal time to this activity.

Employment History
Current Registrations
Mariner Independent
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Adviceperiod, LLC
September 2020 - March 2022 · 1 yr 6 mos
Voya Financial Advisors, INC.
April 2007 - August 2020 · 13 yrs 4 mos
Voya Financial Advisors, INC.Broker
January 2007 - August 2020 · 13 yrs 7 mos
Edward JonesBroker
October 2005 - December 2005 · 2 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Brett Matthew Nelson - Financial Advisor | TrueAdvisor