Kyle Nelson, CPFA, AIF®

Senior Retirement Plan Advisor

OFFICE: Minneapolis, MN

Kyle Nelson, CPFA, AIF®
“What I love most about working with clients is watching their businesses continue to grow and be successful, knowing that we are helping aid in their success story. We work with a wide range of clients from large corporations to small businesses and watching their hard work turn into success is incredibly rewarding.”

As a Senior Retirement Plan Advisor, Kyle oversees the Retirement Plan Solution team at BerganKDV and partners with clients on delivering standout expertise and resources to maximize their retirement plans. Kyle brings six years of retirement plan industry experience to BerganKDV, specializing in retirement plan consulting. He also has eight years of experience in the information technology field.

Kyle has a passion for working with clients. His favorite part of his role is the opportunity to positively impact a client’s business by improving their retirement plan and providing education to plan participants to help them achieve their retirement goals.

Kyle earned a Bachelor of Science degree with an emphasis on information technology management from the University of Wisconsin-Stout. In his spare time, he participates in Habitat for Humanity builds and loves spending time with his wife and daughter.

// Kyle Nelson, CPFA, AIF®’s RECENT BLOG

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