Advisor at Kensington Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kensington Financial Group, Inc.
Location
Winston Salem, NC 27103
Credentials
Series 65
Industry experience
22 years
Brett Nelson is a financial advisor at Kensington Financial Group, Inc. in Winston Salem, NC, with 22 years of industry experience. He holds a Series 65 designation and has been with Kensington Financial Group since 2003. Kensington Financial Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management and limited financial planning, developing tailored Financial Profiles and Investment Plans for each client and implementing them primarily through ETFs, stocks, mutual funds, and options strategies.
Based on Kensington Financial Group, Inc.
1.00% annually
110 Oakwood Dr, Suite 420
Winston Salem, NC 27103
North Carolina
Kensington Financial Group, Inc.
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Winston Salem, NC
Wrenn House Investments LLC
CFP®, Series 66
Lewisville, NC
Curated Capital & Planning LLC
Series 63, Series 65
Winston Salem, NC
Darda Financial
Series 66
Winston Salem, NC
Grand Street Capital Management, L.L.C.
CFP®, Series 66
Winston Salem, NC
Dixon and Company Wealth Management, LLC
CFA®
Winston Salem, NC
Kerusso Capital Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")