Kyle Joseph Nelson

Employer firm

Intellicents Investment Solutions Inc CRD 107498

$9.92B regulatory AUM 92 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 01/2016 → 12/2020
  Intellicents Inc
  Albert Lea, MN
• 01/2016 → 12/2020
  Intellicents Investment Solutions Inc
  Albert Lea, MN
• 12/2020 → 06/2023
  Bergankdv Wealth Management, Llc
  Bloomington, MN
• 07/2023 → Present
  Intellicents Investment Solutions, Inc.
  Albert Lea, MN

Previous Registrations

• 2020-12-22 → 2023-06-22
  Bergankdv Wealth Management, Llc
  Bloomington, MN
  Albert Lea, MN
• 2016-10-19 → 2020-12-14
  Intellicents Investment Solutions Inc
  Albert Lea, MN

Other Businesses

1. Advanced Family Dental. Not investment related. 2717 Ekko Ave., Albert Lea, MN. Dental practice. Co-owner. Start Date: July 2016. Devote 2 to 4 hours per month in planning and management meetings. No hours devoted during business or trading hours. Co-owner management responsibilities. 2. Triple Rock Home Buyers, LLC. Not investment related. PO Box 289, Albert Lea, MN 56007. Real Estate transactions. Owner. Start date: 1/1/2024. 60-70 hours per month; 0 hours during trading hours. Oversees the business activity, including the finances, and managing Virtual Assistants. 3. Stratos Wellness, LLC; Not investment related; 400 S 4th St., STE 410, NUM 798470, Minneapolis, MN 55415; Ecommerce; Co-Founder; Start date: 09/19/2025; 56 hours per month; 2 hours during trading hours; Co-founder, oversees management and operation of the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-29