Brett Nelson (CRD# 5016712) is an Investment Advisor Representative working at Mariner Independent in Warrenton, VA and has over 18 years of experience in the finance industry. Brett Nelson 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# 4680182
Preston Wealth Advisors, LLC
CRD# 2371031
Northwest Financial Advisors LLC
CRD# 2595682
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Platform Solutions | Warrenton, VA | Mar 2022 - Current | 2 |
| Adviceperiod, LLC | Warrenton, VA | Aug 2020 - Mar 2022 | 1 |
| Nelson Financial Partners | Warrenton, VA | Jan 2007 - Dec 2020 | 13 |
| Voya Financial Advisors | Warrenton, VA | Sep 2014 - Aug 2020 | 5 |
| Wealth365advisors | Warrenton, VA | Feb 2010 - Dec 2014 | 4 |
| Ing Financial Partners | Warrenton, VA | Jan 2007 - Sep 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2007 |
- VA
-
Total Assets Under Management4,346MILLIONS
-
Total Number of Accounts8,802ACCOUNTS
-
Average Account Value$493,709
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.