Kyle Nelson, CPFA, AIF® Named Top 100 Retirement Plan Advisor Under 40 by National Association of Plan Advisors

The National Association of Plan Advisors (NAPA) announced the 2022 list of Top Retirement Plan Advisors under 40 and BerganKDV’s Director of Retirement Plan Solutions, Kyle Nelson, CPFA, AIF® is among the 100 advisors named to this national list.

NAPA launched this list in 2014. Those named to the listed are referred to as “Aces”. These “Aces” are young professionals who are seen as future leaders of the retirement plan industry. Selection for the list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. More than 700 nominations were submitted this year.

“It’s an honor to be recognized as a standout plan advisor,” said Nelson. “I wouldn’t be where I am today without the incredible team I work with at BerganKDV and the meaningful guidance I have received over the years. Being surrounded by a group of people as passionate as I am about assisting clients with their financial futures is very empowering and I am grateful to lead such an amazing team and to be included with this elite group of advisors.”

Nelson has more than seven years of experience in the retirement plan industry, with a specialization in retirement plan consulting. At BerganKDV, he serves as a senior retirement plan advisor for clients and oversees the efforts of the Retirement Plan Solutions team at the firm. Nelson graduated from the University of Wisconsin-Stout with a bachelor’s degree in information technology management. He 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.


Meet Our Team

Powered by people who do business the Midwest way.


Learn More About the Industries We Serve

From agribusiness to construction and real estate we've got you covered.