Kyle Nelson
Kyle Nelson is a registered investment advisor at Intellicents Investment Solutions INC, based in Albert Lea, MN, with 9 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,093 clients with $7.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
100 North Broadway, Albert Lea, MN, 56007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kyle is a co-owner of Advanced Family Dental, a dental practice, spending minimal time on planning and management meetings. He also owns Triple Rock Home Buyers, LLC, a real estate transaction business, dedicating about 40% of his time to overseeing the business and managing virtual assistants.
Employment History
Current Registrations
Intellicents Investment Solutions INC
Previous Registrations
Bergankdv Wealth Management, LLC
Intellicents Investment Solutions INC
State Registrations1 state
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