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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
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.