K

Kyle Nelson's
email & phone

Current Position:

Sr. Financial Planner | Centralized Planning at Charles Schwab

Experience:

19 years

Location:

Indianapolis, Indiana, United States

How to contact Kyle Nelson

emailn**@aboutschwab.com
phone+1-870-***-**82
instagram
pinterest
linkedin

Work Experience

Sr. Financial Planner | Centralized Planning at Charles Schwab

May 2023 - Current

Financial Planner | Centralized Planning at Charles Schwab

Dec 2019 - May 2023

Investment Consultant | Portfolio Solutions Group at Charles Schwab

Jul 2019 - Nov 2019

Sr. Advice Specialist - Schwab Intelligent Portfolios and Portfolio Solutions Group at Charles Schwab

Sep 2018 - Jun 2019

Sr. Specialist, High Net Worth Financial Services Professional at Charles Schwab

Jul 2017 - Sep 2018

Specialist, Financial Services Professional at Charles Schwab

Apr 2016 - Jul 2017

Leasing Consultant at Barrett & Stokely

Oct 2015 - Apr 2016

Processing Associate at Vanguard

Jun 2013 - Jul 2015

REALTOR at REMAX

Jun 2012 - Feb 2013

Head Swim Coach at Saint Charles Catholic School

Dec 2009 - Mar 2012

Realtor; Assistant Property Manager Rental Manager at Jeanne Walters Real Estate

Aug 2008 - Dec 2011

Lifeguard at Munster Parks and Recreation

May 2006 - Aug 2010

Indiana University Athletics Intern at Indiana University Bloomington

Dec 2009 - May 2010

According to LinkedIn Kyle Nelson started working on 2006, then the employee has changed 7 companies and 12 jobs. On average, Kyle Nelson works for one company for 1 year 9 months.

Education

Bachelor of Science at Indiana University Bloomington

Frequently Asked Questions

What is Kyle Nelson's minimum period of employment in the companies?

Kyle Nelson's minimum period of employment in various companies is 4 months.

What is Kyle Nelson's average duration of employment for different companies?

On average, Kyle Nelson works for one company for 1 year 8 months

What industries has Kyle Nelson worked in?

Kyle Nelson works in the Financial Services. Previously, Kyle Nelson worked in the Real Estate, and Recreational Facilities and Services, and Higher Education.

What positions has Kyle Nelson held before?

Previously, Kyle Nelson worked as a Financial Planner | Centralized Planning, and Investment Consultant | Portfolio Solutions Group, and Sr. Advice Specialist - Schwab Intelligent Portfolios and Portfolio Solutions Group, and Sr. Specialist, High Net Worth Financial Services Professional, and Specialist, Financial Services Professional.

How do I contact Kyle Nelson?

Kyle Nelson's email address is n**@aboutschwab.com, phone number is +1-870-***-**82. Sign up to get contact details.

Who is the President & CEO of the Charles Schwab?

The President & CEO of the Charles Schwab is Walter W. Bettinger II
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Kyle Nelson Namesakes

Name
Company
Position
K
Jewelry by Johan, Inc.
Marketing Coordinator
K
OmegaBridge Solutions
Owner
K
K & T Insurance, LLC
Owner
K
Orillia Volkswagen
General Manager
K
Prix Set LLC
Founder
K
Campus Rally
Founder
K
TMS Omaha
Electrician
K
Wilson & Girgenti
Mechanical Design Engineer
K
SKN Construction LLC
Business Owner
K
iSeyon Analytics
Principal
K
Excel Medical Products, Inc.
Production Manager

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Senior Wealth Advisor
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Vice President/ Sr. Financial Consultant
J
Senior Team Manager, Digital Marketing
M
VP - Financial Consultant CFP®
R
VP - Financial Consultant
E
Alternative Investments Re-Registration Specialist
J
Advisor Service Fixed Income
D
Sr. Manager - Senior Wealth Advisor
T
Sr. VP – Financial Consultant
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