Kyle Nelson has been an investment adviser representative at The Retirement Solution since July 2019, and is not listed among the firm’s executive officers or direct owners.
The Retirement Solution LLC is a Redmond, WA firm with $699M under management, 824 clients and 15 advisers across 5 offices, as of its May 2026 filing.
- The Retirement Solution LLCCurrent– present · 7 yearsKennewick, WA · Adviser representative · Firm CRD 148106
Investment adviser representative registrations
Kyle Nelson is registered as an investment adviser representative in 2 states. The first approvals date from July 2019; the most recent is Texas, in November 2023.
- TexasSince 2 November 2023
- WashingtonSince 22 July 2019
Examinations
No examinations are on Kyle Nelson’s record.
- Full name
- Kyle Brent Nelson
- CRD
- 6813414
- Firm
- The Retirement Solution · CRD 148106
- Office
- 1110 N Center Parkway Suite A2, Kennewick, WA 99336
- Registration
- Investment adviser registration
- In the industry since
- July 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Kyle Nelson work?
Kyle Nelson is an investment adviser representative registered through The Retirement Solution LLC since July 2019, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Nelson a financial advisor?
Yes. Kyle Nelson has a current investment-adviser registration in Texas and Washington, through The Retirement Solution since July 2019.
How many years of experience does Kyle Nelson have?
Kyle Nelson has 7 years in the financial industry, since July 2019, across 1 adviser firm.
Where is Kyle Nelson based?
Kyle Nelson’s registered office is in Kennewick, WA.
Is Kyle Nelson registered with FINRA?
No. Kyle Nelson has no current broker registration.
How can I verify Kyle Nelson’s record?
Search CRD 6813414 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Nelson’s full registration record.
- Thomas BlackPresident, Financial Planner
- Brian PetraitisChief Compliance Officer
James BlackCEO, Financial Planner