Brett Alexander Nussen
Investment Adviser Representative at Willow Creek Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brett Alexander Nussen is an investment adviser representative with Willow Creek Financial in San Diego, CA, where they have been registered since 2020. They have worked in the securities industry since 2015 and were previously registered with Northwestern Mutual Investment Services,llc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northwestern Mutual Life Insurance CompanyNov 2015 – Jun 2019Milwaukee, WI
- Northwestern Mutual Investment Services LLCNov 2015 – Sep 2020San Diego, CA
- FTS PromotionsAug 2015 – Mar 2017San Diego, CA
- Northwestern Mutual Wealth Management CompanyDec 2016 – Jun 2019Milwaukee, WI
- Andrew CookJun 2019 – Sep 2020San Diego, CA
- Northwestern Mutual Wealth Management CompanyAug 2019 – Sep 2020Milwaukee, WI
- Michael Joseph BrownlowApr 2020 – no end date reportedSan Diego, CA
- Orin Green FinancialSep 2020 – no end date reportedSan Diego, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Willow Creek Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Planning (comprehensive, customized solutions), Investing (unbiased, independent strategies), and Retirement (peace of mind, plain and simple).
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- San Diego, CA
- SEC file number:
- 801-108776
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 13, 2026
View full firm profileOther advisors at Willow Creek Financial
3 other advisors in the directory
Similar advisors in San Diego, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brett Alexander Nussen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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