Advisor at The Retirement Solution LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Retirement Solution LLC
Location
Kennewick, WA 99336
Credentials
CFP®
Industry experience
6 years
Kyle Nelson is a CFP® with six years of experience in the financial advisory industry. He has been with The Retirement Solution LLC since 2018 and has also worked at Utah Valley University, Frandsen Morrill Advisors, Segelke Financial Group, DFPG Investments, Absolute Return Solutions Inc., and Heritage Financial Place. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs model-based portfolio construction using mutual funds and ETFs, with a focus on fundamental and technical analysis and strategic asset allocation.
Based on The Retirement Solution LLC
Based on The Retirement Solution LLC
One-time $1,500 fee for estate planning coordination services (Wealth.com platform)
Commissions on insurance products based on premium paid; up-front and/or trail commissions
Fee-only: Fixed fees for financial planning; ongoing financial planning fees per The Retirement Club Agreement (negotiable, fixed fee basis)
1110 N Center Parkway Suite A2
Kennewick, WA 99336
Texas · Washington
The Retirement Solution Inc.
2019 - Present (7 years)
The Retirement Solution
2018 - Present (8 years)
Utah Valley University
2017 - 2018 (1 year)
Frandsen Morrill Advisors
2017 - 2017 (1 year)
Segelke Financial Group
2017 - 2017 (1 year)
DFPG Investments
2016 - 2016 (1 year)
Absolute Return Solutions Inc.
2016 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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