relationship manager · retirement

albert lea, mn


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.

dream job

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.

toll free  800.880.4015

Investment advisory services offered through intellicents investment solutions, an SEC registered investment adviser.

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