Kyle Nelson, CPFA, AIF® Joins BerganKDV as Director of Retirement Plan Solutions

BerganKDV Wealth Management, LLC is excited to announce the addition of Kyle Nelson, CPFA, AIF® as the new Director of Retirement Plan Solutions (RPS). As the Director of Retirement Plan Solutions, Nelson will lead the retirement plan consulting business and serve clients as a senior retirement plan advisor. He will work out of the firm’s Minneapolis office.

Kyle Nelson, CPFA, AIF®

“We are thrilled to have Kyle join our team as a director,” said Wealth Management Solutions Leader Matt Cosgriff, CFP®,  “He brings a variety of experience that will greatly benefit our existing team and clients. His passion for educating and collaborating with clients to help them get the most out of their retirement plan benefit is contagious, and I look forward to seeing how he shapes and grows our Retirement Plan Solutions team in the years to come. He is a wonderful asset, and we are grateful to have him!”

Nelson graduated from the University of Wisconsin- Stout with a bachelor’s degree in science with an emphasis on information technology management. Nelson brings extensive experience to the firm, with over six years of retirement plan industry experience, and eight years in the information technology field. He specializes in retirement plan consulting and solutions, and is a Certified Plan Fiduciary Advisor (CPFA), and an Accredited Investment Fiduciary (AIF®).

About BerganKDV: BerganKDV is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating a wow experience for our clients.

Powered by people who do business the Midwest way, BerganKDV delivers comprehensive business, financial and technology solutions including business planning and consulting tax, assurance and accounting, technology, wealth management, and turnaround management services.

Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, LLC, an SEC Registered Investment Advisor.


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