WHAT INSPIRES YOU, INSPIRES US.

Brad M. Kelley

Principal, Director of Financial Services & Wealth Planning

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"When I work with clients, I am reminded that what I do is about so much more than just investing. It’s about helping my clients plan for, and be ready for, every step along their life’s journey."

OVERVIEW

Brad provides skilled guidance to his high net worth clients using an integrated approach to holistic wealth planning. He provides specialized solutions for more in-depth and complicated situations for individual and business clients in the areas of financial planning, investment management/advisory services and insurance strategies. As director of Eide Bailly’s Financial Services and Wealth Planning Services, Brad makes sure the best team of professionals is in place to handle your needs.

 

Brad’s leadership and passion are evident when you work with him. His desire is to ensure that clients are prepared for the future and confident in the answers to all their questions. Brad emphasizes a team approach -- bringing together the talents and knowledge of key advisors -- to help clients plan for financial independence by providing objective financial advice.

 

Brad lives in Fargo, N.D., with his wife. They are empty nesters with two grown daughters. The couple spends time at their lake home in Minnesota. Brad likes to cheer for North Dakota State University football, University of North Dakota hockey, and enjoys travel.

QUALIFICATIONS

Memberships

Red River Estate Planning Council

Financial Planning Association

Designations/Licensures

Investment Advisor, Series 65 licensed

Registered Representative and Securities Licensed, Series 6, 7, 51 and 63 Professional

Registered Principal and Securities Licensed, Series 24 and 26 Licensed Insurance Professional

Education

Business Administration and Finance – Minnesota State University, Moorhead

KNOWLEDGE

Client Work

Works best with clients who are selling or have sold a very successful business. Explores their investment needs and how best to meet their objectives, making sure clients know everything they have as far as insurance protection and that they are properly insured.

Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners.

Check the background of this firm on FINRA's BrokerCheck here: https://brokercheck.finra.org/

Check the advisor’s status here: https://www.adviserinfo.sec.gov/