Brett
Nelson
Prevail Innovative Wealth Advisors, LLC
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About this Advisor
Brett Nelson is a financial advisor based in Overland Park, Kansas, working with Prevail Innovative Wealth Advisors, LLC. Brett has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Prevail Innovative Wealth Advisors, LLC, Ohio National, Guardian Life, Brokerage Insurance Agent, Massmutual, Shark Bar, and Prevail Strategies, LLC. Brett has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas. Currently, Brett is part of Prevail Innovative Wealth Advisors, LLC, which operates out of Overland Park, Kansas. The firm has 3 offices and 31 employees. The firm manages assets totaling $379.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and other services. The fee structure at Prevail Innovative Wealth Advisors, LLC includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prevail Innovative Wealth Advisors, LLC Brokerage Details
$379,732,335
31
1,201
$316,180
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Other
Brett Nelson Work History
Massmutual
Prevail Innovative Wealth Advisors, LLC
Prevail Strategies, LLC
Ohio National
Guardian Life
Northwestern Mutual Investment Services, LLC
Brokerage Insurance Agent
Shark Bar
Northwestern Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Brett Nelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prevail Innovative Wealth Advisors, LLC
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
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