KN
Kyle J. Nelson
INTELLICENTS INVESTMENT SOLUTIONS
ALBERT LEA, MN 56007
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CRD#: 6719931
KN
Professional summary
Kyle Joseph Nelson, AIF® is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Albert Lea, Minnesota.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kyle has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Joseph Nelson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
July 18, 2023 - Present
INTELLICENTS INVESTMENT SOLUTIONS INC
Office #1: 100 North Broadway, Albert Lea, MN 56007RIA
CRD#: 107498
ALBERT LEA, MN
Past
December 22, 2020 - June 22, 2023
BERGANKDV WEALTH MANAGEMENT, LLC
RIA
CRD#: 143038
Albert Lea, MN
Past
October 19, 2016 - December 14, 2020
INTELLICENTS INVESTMENT SOLUTIONS INC
RIA
CRD#: 107498
ALBERT LEA, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
II
INTELLICENTS INVESTMENT SOLUTIONS INC
ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498 / SEC#: 801-51382
RIA
Registered Investment Advisory firm - (2/29/1996 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(7/18/2023)
Current Firm
II
INTELLICENTS INVESTMENT SOLUTIONS INC
ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498 / SEC#: 801-51382
RIA
Registered Investment Advisory firm - (2/29/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 North Broadway, Albert Lea, MN 56007
Mailing Address
Phone number
(507) 377-2919
Established
Firm type
Fiscal year end
# of Employees
67
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,103 |
| AUM (Assets Under Management) | $ 7,362,137,726 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2025 | ||
| 11/21/2024 |
Red Flags
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Company Information
INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498Albert Lea, MN 56007TRUST BUT VERIFY
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