Brett
Nilsson
Flexpath Strategies
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About this Advisor
Brett Nilsson is a financial advisor who works in Aliso Viejo, California with a total of 1 year of relevant experience. Nilsson currently works for Flexpath Strategies. Over the course of their career, they have held roles at Nfp Retirement, Flexpath Strategies, Student and Nfp Retirement Inc. Nilsson maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in California. Flexpath Strategies is an advisory business based in Aliso Viejo, CA. It controls $40 billion in assets among its 2,932 accounts, making it one of the largest firms in the United States by assets under management. The firm performs a few services, such as portfolio management for pooled investment vehicles and selection of other advisers. Fees charged by financial advisors largely are based on the services. Fees billed by Flexpath Strategies typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Flexpath Strategies Brokerage Details
$39,534,404,000
12
2,932
$13,483,767
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Brett Nilsson Work History
Brett has been registered as a financial advisor for 1 years.*
Flexpath Strategies
Nfp Retirement Inc
Nfp Retirement
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brett Nilsson 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 Flexpath Strategies
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
