President & CEO · Kensington Financial Group, Inc.
Brett W. Nelson
CRD 4681786 · Named on Form ADV at one SEC-registered adviser
At a glance
Kensington Financial Group, Inc., an SEC-registered wealth manager based in Winston-Salem, NC with $170 million in regulatory assets, lists Brett W. Nelson on its Form ADV as President & CEO, a control person.
Firms and roles
- Kensington Financial Group, Inc.President & CEOWealth manager · Winston-Salem, NC · $170M in regulatory assets
AtlasMembers
Brett’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Beverly S. DinkinsShareholder, Kensington Financial Group, Inc.
- Christopher M. HaggersonChief Compliance Officer, Kensington Financial Group, Inc.
- Debra NelsonShareholder, Kensington Financial Group, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.