Kyle Nelson, CPFA®, AIF® in

Kyle Nelson, CPFA®, AIF®

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Financial consultant at intellicents
📍 Albert Lea, Minnesota, United States

Kyle Nelson is a Financial Consultant at intellicents, focusing on retirement services and financial wellness education. An alumnus of the University of Wisconsin-Stout, he holds the Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®) designations, specializing in helping the 99% of Americans achieve their financial goals.

He operates under the unique professional title "Permanent Vacation Tactician, " which reflects his core mission of strategically guiding clients toward a successful and well-planned retirement.

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Experience
17 Years
Current Role
Financial consultant
Job Level
Mid-senior
Location
Albert Lea, Minnesota, United States
Personality Overview

How Kyle shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kyle cares about

Retirement Readiness
He is passionate about helping all employees, not just the wealthiest 1%, achieve their retirement goals through accessible and effective financial planning.
Financial Wellness
Actively promotes financial wellness education and partners with firms that help employees build a better relationship with money.
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Career

Work history

6-2023
Financial consultant
intellicents
12-2020 - 6-2023
Director of Retirement Plan Solutions
BerganKDV
12-2020 - 6-2023
Senior Retirement Plan Advisor
BerganKDV
1-2016 - 12-2020
Relationship Manager
Intellicents
8-2014 - 12-2015
Buisness Systems Analyst
Alliance Benefit Group North Central States, Inc.
In the press

Media appearances

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Education
2005 - 2010
Bachelor of Science and Technology
University of Wisconsin-Stout
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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