Kyle Nelson joined the firm in 2014 as a Business Systems Analyst. In 2016, Kyle became an Investment Adviser Representative with intellicents. He not only provides investment advice services to plan sponsors and plan participants, but brings with him an extensive knowledge of technology tools that our firm currently utilizes and offers to its clients.
education & certifications
Bachelor of Science in Information Technology Management with a minor in Business Management from the University of Wisconsin-Stout
my idea of
living the dream
being worry free with your finances. You are not strapped down with debt, and constant monthly payments. It is the ability to live the life you desire with out financial constraints. Financial freedom is removing the financial "hand-cuffs" and allowing your dreams to come true. It isn't easy, and requires a lot of hard work and responsibility, but it is attainable.
this is my
Investment advising, technology integration, participant education, and quarterly plan sponsor reporting
this is how i
make it real
When Kyle is not working, he enjoys spending time with his wife and three horses. If he isn't found riding on the back of a horse, he is surely battling on the golf course to get the lowest score he can.