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Brett Nelson

President & CEO at Kensington Financial Group in Winston-Salem, NC

Investment adviser registrationUpdated

Brett Nelson is President & CEO of Kensington Financial Group, Inc., an investment adviser managing $170M, and works from its Winston-Salem, NC office. Brett Nelson has been registered as an investment adviser representative through Kensington Financial Group since 8 July 2003, has 23 years in the industry across 1 firm and has passed the Series 65.

23
Years in industry
23
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Brett Nelson has been President & CEO of Kensington Financial Group since June 2003, is a control person of the firm and directly owns between 50% and 75% of it.

Kensington Financial Group, Inc. is a Winston-Salem, NC firm with $170M under management, 763 clients and 2 advisers in one office, as of its May 2026 filing.

  1. Kensington Financial Group, Inc.Current
    – present · 23 years
    Winston-Salem, NC · Adviser representative · Firm CRD 127658

Credentials and registrations

Investment adviser representative registrations

Brett Nelson is registered as an investment adviser representative in North Carolina, since July 2003.

  • North CarolinaSince 8 July 2003

Examinations

Series 6513 June 2003
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Brett William Nelson
CRD
4681786
Firm
Kensington Financial Group · CRD 127658
Role
President & CEO
Office
110 OAKWOOD DR, SUITE 420, Winston-Salem, NC 27103
Registration
Investment adviser registration
In the industry since
July 2003
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Brett Nelson work?

Brett Nelson has been President & CEO of Kensington Financial Group, Inc. since June 2003, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 15 May 2026

Is Brett Nelson a financial advisor?

Yes. Brett Nelson has a current investment-adviser registration in North Carolina, through Kensington Financial Group since July 2003.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Brett Nelson have?

Brett Nelson has 23 years in the financial industry, since July 2003, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Brett Nelson passed?

Brett Nelson passed the Series 65 in June 2003.

Source: IAPD individual record, checked 22 October 2026

Where is Brett Nelson based?

Brett Nelson’s registered office is in Winston-Salem, NC.

Source: IAPD individual record, checked 22 October 2026

Is Brett Nelson registered with FINRA?

No. Brett Nelson has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Brett Nelson’s record?

Search CRD 4681786 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brett Nelson’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Kensington Financial Group

Sources

  1. IAPD individual record, CRD 4681786, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Kensington Financial Group, Inc., filed 15 May 2026. Title, control and ownership bands.
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