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Kyle Brent Nelson

THE Retirement Solution LLC

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About Kyle Brent Nelson

Kyle Brent Nelson is a financial advisor with The Retirement Solution LLC. Kyle has been working in the financial industry for over 7 years. Kyle is based in Redmond, WA and is registered to offer investment advice in Texas and Washington. Kyle has a Certified Financial Planner designation and specializes in areas such as retirement planning, estate planning, education planning, and insurance planning. Kyle has worked with a variety of clients, including individuals, high-net-worth individuals, and charitable organizations.

Firm Information

Kyle Nelson is currently registered with THE Retirement Solution LLC. THE Retirement Solution LLC is a retirement planning firm headquartered in Redmond, OH. The firm provides financial planning, portfolio management for individuals, and other advisory services. They have over 1,000 clients, primarily individuals (both high-net-worth and other) and charitable organizations. Their regulatory assets under management total over $475 million. The firm is registered with the SEC.
THE Retirement Solution LLC

18300 REDMOND WAY

REDMOND, OH 98052

$475.26M

Assets Under Management

93

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kyle Nelson’s Registration & Firm History

WA

07/22/2019 - Present

THE Retirement Solution LLC (Kennewick WA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Brent Nelson.
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