Brett Nilsson

Brett Nilsson: Email & Phone Number

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Retirement Plan Consultant at Creative Planning|United States

Position:

Retirement Plan Consultant at Creative Planning

Location:

United States

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Last updated: 2026-07-20
Updated: 2026-07-20

Found email addresses for Brett Nilsson:

Business emails:
b***********n@flexpathstrategies.com,
b***********n@creativeplanning.com
Personal emails:
b**********n@gmail.com

Found phone for Brett Nilsson:

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Work Experience 7 years

Retirement Plan Consultant at Creative Planning

Jul 2023 - Current

Investment Analyst at flexPATH Strategies

Feb 2019 - Jul 2023

Brett Nilsson started working in 2019, then the employee has changed 1 company and 1 job. On average, Brett Nilsson works for one company for 3 years 9 months.

Their professional focus is 401(k) Retirement Savings Plans, Business-to-Business (B2B), and Consultative Selling across 3 core areas.

Brett holds Series 65 - Uniform Investment Adviser Law Exam certifications.

Education

Bachelor's degree at University of California, Berkeley

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