Brian R Kelly, CLU®, ChFC®, RICP®, CASL®

Wealth Management Advisor

Professional

I am a graduate of St. John’s University with a Bachelor of Arts in Social Studies. I am enthusiastic about meeting new people and am passionate about helping them create a comprehensive & personalized plan.  It is because of this passion that I successfully built my practice in Minnetonka and enjoy working with small IT firms, their employees, and young families throughout the Twin Cities.

Professional Designations

My professional distinctions include:

Chartered Life Underwriter (CLU®)

Chartered Financial Consultant (ChFC®)

Retirement Income Certified Professional (RICP®)

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services

Associations and Memberships

I participate in a number of organizations, including the National Association of Insurance and Financial Advisors (NAIFA) and the Eden Prairie Chamber of Commerce.

Awards and Recognition

National Association of Insurance and Financial Advisors Quality Award 2009-2016

Award recognizing commitment to excellence in service to clients and industry.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck