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Meet Kelly

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Kelly Nehring

(701) 852-8338

Kelly Nehring lives in Minot, ND and is the proud father of 13 year old twins Zachary, and Mikkail. In his spare time Kelly enjoys following his kids in their many activities, spending time helping at the family farm, and enjoying the lake cabin. Kelly earned a Bachelor of Science Degree in Finance from Minot State University, and holds an associates in Liberal Arts from NDSU-Bottineau. Kelly has been practicing as a Financial Advisor since 1999, this experience proves to be invaluable in helping his clients reach their financial goals. Kelly is a member of Zion Lutheran Church, Minot Hockey Boosters, the YMCA, and the Minot Chamber of Commerce. Kelly believes in giving back to the community by donating time and resources to various youth sports teams and organizations.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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