Brian has more than 25 years of experience in the financial services industry. His career began in 1985, as an insurance agent for Allstate. Interested in finance, he was hired as an account officer with U.S. Bank. In 1989, Brian's brokerage career began with RBC Dain Rauscher as an investment executive. From 1996 to 2006, Brian was a vice president of investments with Piper Jaffray. In 2006, he moved his business to Raymond James & Associates, Inc.
Brian received his bachelor's degree from the University of Minnesota, with a major in computer science and a minor in mathematics. He is licensed for life/health insurance and holds Series 31, 6, 63, 65 and 7 licenses. Brian has been trained as a financial advisor, premier portfolio manager, and wealth management specialist.
Kelly brings in over 30 years of experience to our team and adds expertise in estate and insurance planning. Kelly previously worked at RBC Dain Rauscher, Piper Jaffray and Wells Fargo and is licensed for life/health insurance and holds Series 63 and 7 investment licenses.
Kelly lives in Cloquet and is an active board member at the Cloquet Memorial Hospital, where she heads the Finance Committee. Kelly has also been a Planning and Zoning Commissioner the past six years for the city of Cloquet.
Kara received her bachelor's degree in finance with a minor in psychology from the University of Minnesota Duluth. At UMD, Kara was involved with the renowned LSBE Financial Markets Program and was on the Dean’s list for academic excellence. Prior to joining our team, Kara worked in investments with the Wells Fargo Wealth Management Group in Minneapolis, Minnesota.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
