Kyle Brent Nelson
Investment adviser representative at The Retirement Solution LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$699.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- The Retirement Solution Inc.Jun 2018 to now
- Utah Valley UniversityDec 2017 to Apr 2018
- Frandsen Morrill AdvisorsApr 2017 to Dec 2017
- Segelke Financial GroupFeb 2017 to Apr 2017
- Dfpg InvestmentsSep 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
The Retirement Solution LLC
$699.4MAssets managed
824Clients
18Advisers
8 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
- 6813414
- Firm CRD
- 148106