Brett Nussen (CRD# 6562336) is an Investment Advisor Representative working at Orin Green Financial, LLC in San Diego, CA and has over 8 years of experience in the finance industry. Brett Nussen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Orin Green Financial | San Diego, CA | Sep 2020 - Current | 3 |
Michael Joseph Brownlow | San Diego, CA | Apr 2020 - Current | 4 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Aug 2019 - Sep 2020 | 1 |
Andrew Cook | San Diego, CA | Jun 2019 - Sep 2020 | 1 |
Northwestern Mutual Investment Services LLC | San Diego, CA | Nov 2015 - Sep 2020 | 4 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Dec 2016 - Jun 2019 | 2 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Nov 2015 - Jun 2019 | 3 |
Fts Promotions | San Diego, CA | Aug 2015 - Mar 2017 | 1 |
Hewlett Packard | San Diego, CA | Jan 2014 - Oct 2015 | 1 |
Teksystems | La Jolla, CA | Mar 2014 - Jan 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2016 |
S65 | NASAA Investment Advisors Law Examination | May 2020 |
- CA
-
Total Assets Under Management409MILLIONS
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Total Number of Accounts825ACCOUNTS
-
Average Account Value$495,446
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, LA, NC, NE, NH
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