KN
CFP
KN
CFP

Kyle Brent Nelson

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
860 clients
Average Client Portfolio
$667K average
Assets Under Management
$573.3M

Fee Structure

Minimum Investment:None
Loading...

Location

1110 N Center Parkway Suite A2, Kennewick, WA, 99336

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
The Retirement Solution LLC
July 2019 - Present · 6 yrs 7 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.