Kyle Nelson serves as a Financial Consultant where he acts as a day-to-day contact for clients to help them navigate the complex universe of retirement plan administration and sponsorship. He has extensive experience with cash balance plans and non-qualified plans, with his biggest strength and asset being his ability to develop relationships.
Kyle began his working career in the IT industry battling against cyber criminals.
He had a terrific opportunity to move to the financial industry and has been here ever since for the past decade. His first role in the industry was as a relationship manager before moving into a leadership role where he won back-to-back NAPA top 100 retirement plan advisors under 40 recognition (2022 and 2023 ACES), while overseeing and advising on a book of 90+ clients, $1.5B in assets, and a team of 5. Kyle also holds an advisory board seat with institutional investor for the annual retirement plan summits.
education & certifications
Kyle graduated from the University of Wisconsin-Stout, majoring in Information Technology Management with a minor in Business Management.
He has previously passed the following securities exams and designations:
Series 65 - Uniform Investment Advisor
Accredited Investment Fiduciary (AIF®)
Certified Plan Fiduciary Advisor (CPFA)
my idea of
living the dream
Living the dream to me is doing what you want day in and day out without the handcuffs or restraints of finances. For me, my dream is to work when I want, where I want, and do it all while traveling the world with my family. My family is my life, and my ultimate dream is to make sure I show up to all my kids’ events, show them the world, show them how to make educated financial decisions, and do it all with financial responsibility.
this is my
My dream job is what I do today – it’s developing relationships with individuals and businesses and helping them to achieve their DREAMS through responsible financial decisions. Having the intellicents team and the amazing clients we work with on a daily basis is what makes it so easy to come to work every day.
this is how i
make it real
In my downtime, I am spending time with my wife (Tricia) and kids (Brooks and Blaire), riding one of our four horses, or trying to shoot as low as I can on some of the top golf courses in the world.