Brandon Nelson is a Private Wealth Advisor at Sagemark Consulting Private Wealth Services within Lincoln Financial Advisors. With over 23 years of experience in the financial planning industry, Brandon specializes in comprehensive wealth planning for business owners and affluent families, aiding them in identifying gaps and opportunities in their financial strategies. They hold a Bachelor of Science in Finance from the University of Utah and possess multiple financial certifications, including CFP®, ChFC®, and AEP®. Brandon has been with Osaic since 2001, providing investment advisory services while collaborating with clients' existing advisors to implement effective financial solutions.
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