linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kyle Joseph Nelson

Intellicents Investment Solutions Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kyle? Claim Your Profile

About Kyle Joseph Nelson

Kyle Joseph Nelson is a registered Investment Advisor Representative in Minnesota, associated with Intellicents Investment Solutions Inc. in Albert Lea, Minnesota. Kyle has been in the industry since August 2014 and has passed the Series 65 exam. In addition to their work with Intellicents, Kyle is also a co-owner of Advanced Family Dental and owner of Triple Rock Home Buyers, LLC. Kyle's specializations include portfolio management for individuals and businesses, financial planning, and pension consulting. Intellicents Investment Solutions Inc. is a registered investment advisor that provides a variety of services including portfolio management, financial planning, and pension consulting. The firm has over $6 billion in assets under management and serves a variety of clients including individuals, high-net-worth individuals, and pension and profit-sharing plans.

Firm Information

Kyle Nelson is currently registered with Intellicents Investment Solutions Inc.. Intellicents Investment Solutions Inc. is an investment advisor headquartered in Albert Lea, MN. They provide financial planning, pension consulting, and portfolio management for individuals, businesses, and pension plans. The firm manages over $6 billion in assets, serving a diverse client base of high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Intellicents Investment Solutions Inc.

100 NORTH BROADWAY

ALBERT LEA, MN 56007

$6.01B

Assets Under Management

368

Total Clients

49

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kyle Nelson’s Registration & Firm History

MN

07/18/2023 - Present

Intellicents Investment Solutions Inc. (ALBERT LEA MN)

Not sure if Kyle Joseph Nelson is right for you?

Licenses & Designations

IA

Issued 08/29/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Joseph Nelson.
Not sure if Kyle Joseph Nelson is right for you?