Brian T. Kelso, AIF®
Financial Advisor, Registered Principal, COO
Brian Kelso has been in the financial services industry since 1999; he began working within the insurance industry and then broadened the scope of his practice to include registered securities in 2004. These experiences as well as his studies of market analysis at Western Illinois University have given him the hands on knowledge of how to position clients through changing market cycles. He is an Accredited Investment Fiduciary® and he holds the Series 24 General Securities Principal, Series 7 General Securities Representative, Series 10 Sales Supervisor Securities, Series 9 Sales Supervisor Options, and the Series 66 Uniform Investment Advisor and Securities Agent licenses. The AIF® designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
Brian's expertise is in helping clients manage their financial affairs in a holistic manner. He will help you develop a financial plan to meet your needs and goals while taking into consideration your risk profile. Through this process he will sit down with you to consistently review your portfolio and make adjustments as your goals change due to life events.
Outside of work Brian is a member of the Kalona Rotary and he is a current board member and past President of the Kalona Golf Club. He enjoys spending time on the golf course, restoring classic cars, painting, and building go karts for his grandchildren. He loves Hawkeye sports especially football and basketball.