Kyle Nelson (CRD# 6813414) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has 1 year of experience in the finance industry. Kyle Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
The Retirement Solution Inc. | Redmond, WA | Jun 2019 - Current | 4 |
The Retirement Solution | Redmond, WA | Jun 2018 - Current | 5 |
Utah Valley University | Orem, UT | Dec 2017 - Apr 2018 | < 1 |
Frandsen Morrill Advisors | Provo, UT | Apr 2017 - Dec 2017 | < 1 |
Segelke Financial Group | South Jordan, UT | Feb 2017 - Apr 2017 | < 1 |
Dfpg Investments | South Jordan, UT | Sep 2016 - Dec 2016 | < 1 |
Absolute Return Solutions Inc. | Redmond, WA | May 2016 - Aug 2016 | < 1 |
Heritage Financial Place | Sandy, UT | Oct 2015 - Apr 2016 | < 1 |
Turf Plus | Provo, UT | Feb 2014 - Oct 2015 | 1 |
- TX
- WA
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Total Assets Under Management475MILLIONS
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Total Number of Accounts2,728ACCOUNTS
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Average Account Value$174,216
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, FL, ID, NH, NY, OR, TX, UT, WA
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