Investment adviser representative · Willow Creek Financial
Brett A. Nussen
CRD 6562336 · San Diego, CA
At a glance
Brett A. Nussen is an investment adviser representative with Willow Creek Financial in San Diego, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brett’s SEC record dates to 2020, about 6 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Willow Creek FinancialSince April 2025San Diego, CA · $529M in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brett’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Willow Creek Financial
- Corrine N. FieldsSan Diego
- Orin M. GreenSan Diego · Certified Financial Planner
- Dean B. KernusSan Diego · Certified Financial Planner, Personal Financial Specialist
- Francisco X. LopezSan Diego · Chartered Financial Analyst
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