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Brett Evert N Nilsson

Creative Planning

Overland Park, KS

Aliso Viejo, CA

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-24
  • CA RA
    APPROVED
    Since 2023-07-24

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Aliso Viejo, CA • 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
Nfp Retirement Aliso Viejo CA 02/2019 04/2021
Flexpath Strategies Aliso Viejo CA 04/2021 07/2023
Student Berkeley CA 02/2011 02/2019
Nfp Retirement Inc. Aliso Viejo CA 04/2021 01/2022
Creative Planning, Llc Overland Park KS 07/2023 Present
  • 02/2019 → 04/2021
    Nfp Retirement
    Aliso Viejo, CA
  • 04/2021 → 07/2023
    Flexpath Strategies
    Aliso Viejo, CA
  • 02/2011 → 02/2019
    Student
    Berkeley, CA
  • 04/2021 → 01/2022
    Nfp Retirement Inc.
    Aliso Viejo, CA
  • 07/2023 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-18
  • S65 Uniform Investment Adviser Law Examination
    2021-10-18

View on SEC IAPD

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Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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