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Brandon James Nissen

Advisor at Opulence Planning — Chinook, MT

Updated today

Credentials

CFP®, Series 63

Experience

8 years

Location

Chinook, MT

Opulence Planning logo

Opulence Planning

Supported

Total advisors

2

Across 2 offices

Clients per advisor

11 Very Low

Avg AUM per client

$469,141 Low

HNW client ratio

23% Typical

About

Brandon Nissen is a CFP® with eight years of industry experience, currently serving as an advisor at Opulence Planning. He previously worked at Northwestern Mutual Investment Management and is also involved with Brickcent$. Opulence Planning serves individual clients, including high-net-worth individuals, as well as charitable organizations, corporations, and employer plan sponsors. The firm focuses on discretionary investment management combined with comprehensive financial planning, employing a strategic asset allocation approach with primarily passive, index-based investments delivered exclusively through a wrap-fee program.

Client services

Based on Opulence Planning

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Opulence Planning

Business exit / sale strategy Retirement withdrawal strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

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Fee options

Fixed

Comprehensive Financial Plan: $1,650 to $6,750 annually (fixed fee); Project-Based Financial Plan: $300 to $7,500 per project; Retirement Plan Consulting: $1,500 or $3,000 fixed fees depending on plan type and account size

Percentage

$0 - $750,000: 1.25% $750,001 - $1,500,000: 1.00% $1,500,001 - $4,000,000: 0.75% $4,000,001+: 0.50%

Location

See office

Chinook, MT

Chinook MT

Advisors at this office

1

Most active in

Montana

Work history

8 years of industry experience

Opulence Planning, LLC

2026 - Present • 1 year

Helena, MT

Brickcent$

2022 - Present • 4 years

Bozeman, MT

Northwestern Mutual Investment Management

2014 - 2022 • 8 years

Bozeman, MT

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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