Kyle Nelson

Background

About Kyle Nelson

I serve as a Financial Consultant at intellicents. Unlike most advisory firms who just want to work with the wealthiest 1% of Americans, intellicents’ mission is to also help the 99% make their dreams real. intellicents is a national independent financial advisory firm centered on the employee benefit relationship, specializing in four core services – retirement plan services at both the plan and participant level, personal financial management, financial wellness education and advice to employers and individuals, and group insurance…all supported by people smarts and great technology. My dream job at intellicents consists of building relationships with not just business owners, but their employees as well. I love making a positive impact on individuals’ lives’ and as a Financial Consultant, I can do just that. I am responsible for helping business owners maintain an efficient, in compliance, and customized to their need’s retirement plan. I also help to provide financial guidance to their employees to encourage people to make informed financial decisions that will directly impact their future. Prior to being appointed as Financial Consultant at intellicents, I served as a Relationship Manager for the Retirement Plan Consulting division of intellicents for five and a half years before accepting a position as Director of Retirement Plan Solutions at another investment advisor in the Midwest. There I over saw a large book of clients and a team of 5 advising on about $1.6B in assets with clients spanning across the country. I graduated from the University of Wisconsin - Stout with a B.S. in Information Technology Management with a minor in Business Management, and have previously passed securities exams-Series 65: Uniform Investment Advisor -Life and Accident/Health Insurance Additional Designations and Education-CPFA: Certified Plan Fiduciary Advisor -AIF: Accredited Investment Fiduciary -ESG(k): National Association of Plan Advisors Environmental, Social, and Government (ESG) investment expertise To pick my brain some more, connect.