Kyle D Nelson
Investment adviser representative at Lincoln Investment
13 yearsExperience
1 stateRegistered in
$22BFirm assets
48 yearsFirm in business
Are you Kyle D Nelson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Lincoln InvestmentJun 2024 to now
- Northwestern Mutual Wealth Management CompanyDec 2022 to Jun 2024
- Northwestern Mutual Investment Services LLCJan 2021 to Jun 2024
- Cole CaruthersDec 2020 to Jun 2024
- Guidestone Financial ResourcesJul 2018 to Jan 2021
- RuffnruggedDec 2017 to Apr 2018
- VanguardJun 2017 to Jun 2018
- Good Bull ParkingMar 2017 to May 2017
- StudentJul 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lincoln Investment
Legal name: Lincoln Investment Planning, LLC
$22BAssets managed
138,369Clients
335Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6567206
- Firm CRD
- 519