Kyle D Nelson

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → 05/2017
  Good Bull Parking
  College Station, TX
• 12/2017 → 04/2018
  Ruffnrugged
  Scottsdale, AZ
• 07/2013 → 05/2017
  Student
  College Station, TX
• 06/2017 → 06/2018
  Vanguard
  Scottsdale, AZ
• 07/2018 → 01/2021
  Guidestone Financial Resources
  Dallas, TX
• 10/2015 → 09/2016
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2021 → 06/2024
  Cole Caruthers
  Dallas, TX
• 01/2021 → 06/2024
  Northwestern Mutual Investment Services Llc
  Dallas, TX
• 12/2020 → 01/2021
  Cole Caruthers
  Dallas, TX
• 12/2022 → 06/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2024 → Present
  Lincoln Investment
  Fort Washington, PA
• 03/2025 → Present
  Lincoln Investment
  Fort Washington, PA

Other Businesses

Pine Line Striping Position: Owner Nature: Parking Lot Striping Investment Related: No Hours: 4 Securities Trading Hours: 0 Start Date: 4/1/2026 Address: 18288 Clear Lake Cir Flint, TX 75762 Description: Restriping parking lots  Fowl & Fin Position: Owner Nature: Online Store (Print) Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 9/1/2025 Address: 18288 Clear Lake Cir Flint, TX 75762 Description: Marketing - fulfilling order

Exams

• S66 Uniform Combined State Law Examination
  2025-03-27
• S63 Uniform Securities Agent State Law Examination
  2017-07-27

Other Names

• Kyle Davis Nelson
• Kyle Nelson
• Kyle Nelson