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Brett William Nelson

Kensington Financial Group, Inc.

Winston-Salem, NC

CRD 4681786

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Employer firm

Kensington Financial Group, Inc. CRD 127658

$170M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Kensington Financial Group, Inc.

110 Oakwood Dr Suite 420, Winston-Salem, NC 27103 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2003-07-08
  • NC RA
    APPROVED
    Since 2003-07-08

Branch Locations

110 Oakwood Dr Suite 420, Winston-Salem, NC 27103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kensington Financial Group, Inc. Winston-Salem NC 06/2003 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-06-13
  • S65 Uniform Investment Adviser Law Examination
    2003-06-13

View on SEC IAPD

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Nearby Offices

SALEM INVESTMENT COUNSELORS INC · WINSTON SALEM, NC
JT STRATFORD, LLC · WINSTON-SALEM, NC
DARDA FINANCIAL · WINSTON-SALEM, NC

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