Brett Nelson, CLU®
Wealth Advisor at Prevail Innovative Wealth Strategies- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Leawood, Kansas, United States, US
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Bio
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G. Wyatt Tinnen II
Brett is the absolute best. He is patient, detailed, knowledgeable, and above all friendly. I really wish there was a better way to recommend Brett on Linkedin!
G. Wyatt Tinnen II
Brett is the absolute best. He is patient, detailed, knowledgeable, and above all friendly. I really wish there was a better way to recommend Brett on Linkedin!
G. Wyatt Tinnen II
Brett is the absolute best. He is patient, detailed, knowledgeable, and above all friendly. I really wish there was a better way to recommend Brett on Linkedin!
G. Wyatt Tinnen II
Brett is the absolute best. He is patient, detailed, knowledgeable, and above all friendly. I really wish there was a better way to recommend Brett on Linkedin!
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Credentials
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Chartered Life Underwriter®
The American College of Financial ServicesApr, 2023- Nov, 2024
Experience
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Prevail Strategies
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United States
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Financial Services
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1 - 100 Employee
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Wealth Advisor
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Aug 2019 - Present
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Woody Financial / Aspire Financial Group
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Kansas City, Missouri Area
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Financial Representative
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Jan 2017 - Jul 2019
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Strategic Financial Services, LLC
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Kansas City, Missouri Area
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Financial Services
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Oct 2014 - Jan 2017
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Representative
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Aug 2013 - Sep 2014
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Operations Manager/New Store Consultant
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Jun 2008 - Aug 2013
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Community
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