BJ Willson, CFP^®

Willson Wealth Management, LLC

2424 Spring Flower Dr
Reno, NV 89521-8206

FINANCIAL ADVISOR'S WEBSITE

www.moneyconcepts.com/bjwillson

(775) 291-3975 CONNECT WITH BJ

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$200,000

General

BJ Willson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Willson Wealth Management, LLC in Reno, NV and the surrounding communities.

Financial Advisor Overview

I am a Certified Financial Planner™ professional with Willson Wealth Management, LLC. I specialize with clients who are near retirement, retired, or who have received an inheritance. I cover the Reno, Carson City, and surrounding communities and have been serving northern Nevada since 2005. As an independent Financial Planner I am not bound or restricted to use certain proprietary or company sponsored products. I have thousands of financial products available to me that I can use to best fit your unique financial situation and goal. This should be very important to you. Next you should know that you are very important to me. My livelihood resides in the satisfaction of my clients. I will strive to make you pleased with my service and I will work diligently to help you reach the financial goal that has brought you here to me.

Financial Advisor Experience

Career Highlights... Financial services industry, 1995 to present Financial Advisor credit union experience, 1999-2017 My education... Earned CFP® (CERTIFIED FINANCIAL PLANNER™) certification, 2003 B. S., Finance, San Diego State University, 1990 Affiliations... Financial Planning Association, EPCNN—Estate Planning Council of Northern Nevada

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Willson Wealth Management, LLC is not affiliated with Money Concepts Capital Corp

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Long-term Care, Succession Planning, Sudden Wealth