Brett A. Nussen

WILLOW CREEK FINANCIAL

San Diego, CA 92131

Some features on this profile are disabled

CRD#: 6562336

Professional summary

Brett Alexander Nussen, CFP® is a registered financial advisor currently at WILLOW CREEK FINANCIAL located in San Diego, California.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Brett has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) CA Resident Insurance Producer (Life, Accident & Health, and Variable Contracts); licensed insurance agent/broker; Start Date: 10/2015.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Alexander Nussen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

September 8, 2020 - Present

WILLOW CREEK FINANCIAL

Office #1: 9820 Willow Creek Road Suite 210, San Diego, CA 92131

RIA

CRD#: 285670

San Diego, CA

Past

June 10, 2020 - September 24, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

SAN DIEGO, CA

Past

November 16, 2015 - September 24, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WILLOW CREEK FINANCIAL

ORIN GREEN & ASSOCIATES | WILLOW CREEK FINANCIAL | ORIN GREEN FINANCIAL, LLC

CRD#: 285670 / SEC#: 801-108776

RIA

Registered Investment Advisory firm - (12/21/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/8/2020)

IAR

Texas
(4/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/30/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/9/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/29/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/14/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WILLOW CREEK FINANCIAL

ORIN GREEN & ASSOCIATES | WILLOW CREEK FINANCIAL | ORIN GREEN FINANCIAL, LLC

CRD#: 285670 / SEC#: 801-108776

RIA

Registered Investment Advisory firm - (12/21/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9820 Willow Creek Road Suite 210, San Diego, CA 92131

Mailing Address

Phone number

(858) 634-3232

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A, APPENDIX 1 - WRAP BROCHURE - ORIN GREEN FINANCIAL (3/27/2025)

FORM ADV PART 2A - FIRM BROCHURE - ORIN GREEN FINANCIAL (3/27/2025)

Regulatory assets under management

Total Number of Accounts	837
AUM (Assets Under Management)	$ 463,832,776

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Paul Neves

LPL FINANCIAL LLC

IAR

SAN DIEGO, CA

Alice Ruiz

SCHWAB WEALTH ADVISORY, INC.

IAR

San Diego, CA

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

IAR

San Diego, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brett A. Nussen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Alexander Nussen's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

WILLOW CREEK FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 5/30/2020

Series 63

Date: 1/9/2016

Series 7TO

Date: 7/29/2019

SIE

Date: 10/1/2018

Series 6

Date: 11/14/2015

Current Firm

WILLOW CREEK FINANCIAL

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WILLOW CREEK FINANCIAL

TRUST BUT VERIFY

Similar Advisors