Brett M. Nelson [ChFEBC℠, CFP, CLTC, CRPS]
77B West Lee Street
Warrenton, VA 20186
Original Certification Date: 11/10/2010
Organization: Nelson Financial Partners, LLC
Broker-Dealer: Voya Financial Advisors
States Currently Licensed: VA, DC, NC, FL, IL, NY, NM, MS, MD
Primary State Insurance License #: 8661541
CRD #: 5016712
CFP #: 142768
Primary Insurance: Based on the best fit for each client’s needs. Our firm has access to and utilizes many of the major carriers for life insurance, long-term care insurance, disability insurance, and annuities.
Primary Investment: Based on the best fit for each client’s needs.
Services: Federal Benefits Seminars, retirement planning, investment advisory, college savings/529’s, IRA, IRA rollovers, Roth IRA’s, tax planning and preparation, estate planning, 401(K), life/long-term care/disability insurance, annuities.