Kyle Brent Nelson

Employer firm

The Retirement Solution LLC CRD 148106

$699M regulatory AUM 108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• CONSULTING; TAX-MANAGED INDEXING; ESTATE PLANNING COORDINATION

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

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

Current Employers

Employment History

• 12/2017 → 04/2018
  Utah Valley University
  Orem, UT
• 04/2017 → 12/2017
  Frandsen Morrill Advisors
  Provo, UT
• 02/2017 → 04/2017
  Segelke Financial Group
  South Jordan, UT
• 09/2016 → 12/2016
  Dfpg Investments
  South Jordan, UT
• 06/2018 → Present
  The Retirement Solution
  Redmond, WA
• 06/2019 → Present
  The Retirement Solution Inc.
  Redmond, WA

Other Businesses

THE RETIREMENT SOLUTION, LLC. INVESTMENT RELATED, LICENSED INSURANCE AGENT, RECOMMENDS AND SELLS INSURANCE PRODUCTS TO CLIENTS AND RECEIVES COMMISSIONS FROM INSURANCE SALES. CLIENTS ARE NOT REQUIRED TO PURCHASE RECOMMENDED INSURANCE PRODUCTS THROUGH THE REPRESENTATIVE AND MAY PURCHASE SUCH PRODUCTS FROM UNAFFILIATED INSURANCE AGENTS.

Designations

• Certified Financial Planner

Other Names

• Kyle Nelson