Nold Bryant Planning & Investments
Kelly Petersen is a Client Services Manager at Nold Bryant Planning & Investments. Kelly is also a Co-Owner of Tubes Bike Shop and the Owner & Photographer of Black Walnut Photography, LLC. Prior to these roles, Kelly worked as a Registered Client Service Associate at Stifel Financial Corp. and as a Marketing Coordinator & Photographer at TIVOL. Kelly also owned and operated Kas Photography while working at Citizens Bank as an Assistant Branch Manager. Kelly holds a BFA in Professional Photographic Illustration from Rochester Institute of Technology.
Nold Bryant Planning & Investments
Nold Bryant specializes in helping individuals like you prepare for retirement by providing long-term financial guidance and support. We believe in financial planning. It is the foundation for everything we do because only through that lens can we design and implement a strategic vision for long-term success. Above all else, at Nold Bryant we are focused on planning, integrity and your best Interests. In the journey of life, we are here to keep you, your family and your community on the right path. Services include: - Retirement Distribution Strategies - Wealth Accumulation Strategies - Financial Planning, Fee Only Planning - Family Income Protection Strategies - Education Funding, Special Needs Planning - Tax Reduction Strategies - Portfolio and Investment Analysis - Wealth Management and Transfer - Charitable Gifting Strategies - Estate, Legacy and Beneficiary Planning - Life, Disability and Long-Term Care Insurance - Business Owner Planning - Benefit and Compensation Plans - Retirement Plans, 401(k), SEP, SIMPLE Plans - Continuity and Succession Planning Investment advice offered through Integrated Partners, doing business Nold Bryant Planning & Investments.