Brett Alexander Nussen
Investment adviser representative at Willow Creek Financial
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$528.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Willow Creek FinancialApr 2025 to now
- Orin Green FinancialSep 2020 to now
- Michael Joseph BrownlowApr 2020 to now
- Northwestern Mutual Wealth Management CompanyAug 2019 to Sep 2020
- Andrew CookJun 2019 to Sep 2020
- Northwestern Mutual Wealth Management CompanyDec 2016 to Jun 2019
- Northwestern Mutual Investment Services LLCNov 2015 to Sep 2020
- Northwestern Mutual Life Insurance CompanyNov 2015 to Jun 2019
- Fts PromotionsAug 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Willow Creek Financial
Legal name: Orin Green Financial, LLC
$528.8MAssets managed
238Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6562336
- Firm CRD
- 285670