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Brett N
Series 65
Winston-Salem, NC
Kensington Financial Group, Inc.
Brett Nelson is a financial advisor at Kensington Financial Group, Inc. in Winston-Salem, NC, with 23 years of industry experience. He holds the Series 65 designation and has been with Kensington Financial Group since 2003. Kensington Financial Group provides discretionary portfolio management and limited financial planning primarily to individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $169.5 million in client assets and emphasizes tailored financial profiles and investment plans implemented on a discretionary basis.
Christopher H
Series 65
Winston-Salem, NC
Kensington Financial Group, Inc.
Christopher Haggerson is a financial advisor at Kensington Financial Group, Inc. in Winston-Salem, NC, with eight years of industry experience. He holds a Series 65 designation and has been with Kensington since 2018. Outside of his advisory role, he is an owner of Blue Bridge Benefits, LLC, a health and life insurance brokerage, and manages Haggerson Enterprises, LLC. Kensington Financial Group provides discretionary portfolio management and limited financial planning primarily to individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $169.5 million in client assets and typically combines financial planning with portfolio management, implementing tailored investment plans focused on ETFs, stocks, mutual funds, and occasionally options and derivatives.
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