Brennan Nelson
Brennan Nelson is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chantilly, VA, with 8 years of industry experience. Brennan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
4501 Singer Court Suite 160, Chantilly, VA, 20151
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2018Other Business ActivitiesSells Insurance
Brennan is an agent with Bankers Life, providing insurance services such as Medicare planning, fixed annuities, life insurance, and long-term care/disability insurance. Brennan manages a team of agents, responsible for hiring and training, and spends nearly full-time on these activities.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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