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

Wealth Management Advisor

Staff

 

As a Financial Advisor for Northwestern Mutual, Brian Kelly is committed to helping you succeed at acheiving your finiancial goals. He and his staff are also devoted to providing you with the best customer service possible. Below you will find a listing of his staff and how each of them can personally assist you.

Brian Kelly's Team

 

Jennifer Harkins

Director of Operations
Office 952-224-7954

Jen joined our team in July of 2016.  She has a Bachelor's Degree in Marketing from St. Cloud State University, and holds her Life, Disability and Health insurance licenses. Jen spent several years in retail management and eventually transitioned into an administrative support role for small businesses as a consultant.  She enjoys being back in a role that allows her to interact with clients on a daily basis.

 

Jen spends her free time with her husband, 2 teenagers, and cat Dennis.  They love to travel, explore new cities, and are always on a quest to find the best pizza restaurant.

 

How can Jen help you?

  • Onboarding new clients
  • Investment account related questions
  • Transitioning assets
  • Operation requests for investments:  401K rollovers, IRA/Brokerage distributions, Roth Contributions and 529 transactions
  • Gathering information for meeting preparation
  • Planning analysis questions
 
Matthew Janes

Matthew Janes

Associate Financial Representative
Office 952-224-7975 ext. 7975

Matt joined our team in June of 2018. He has a Bachelor's Degree in Finance from Iowa State University, and holds his Series 7, Series 63, and Life, Disability, and Health Insurance licenses. Matt is thrilled to have the opportunity to work in the financial services industry on such a great team and can't wait to see where it takes him!

Matt likes to spend his free time boating, fishing, golfing, and cheering on his beloved Chicago Bears!

How can Matt help you?

  • Process Trades
  • Questions about your insurance or investment accounts
  • Provide information regarding your insurance applications
  • Managing new introductions
 

Natalie Erickson

Director of Client Services
Office 952-297-6913

Natalie graduated from the University of Minnesota with a Bachelor's Degree in Communication Studies. She joined our team in 2019 and holds her Life, Disability, and Health Insurance license. 

She enjoys traveling and trying new breweries in the Twin Cities.

How can Natalie help you?

  • General point of contact
  • Coordinate a meeting or phone call
  • Insurance application/underwriting coordination
  • Customer service for insurance:  loan requests, processing payments, beneficiary changes, policy changes
  • Marketing and event planning
 
 

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