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Advisor Profile - Kane Brolin
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Kane Brolin is one of the over 1600 advisors that we currently work with.
To get in touch with this advisor, please click here.
For more information about our service, click here.
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| Name: Kane Brolin |
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| Firm: Ameriprise Financial Services |
| Location: Mishawaka, Indiana
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| Title: Financial Advisor |
| Individual IARD/CRD number: None listed |
| Company SEC file/IARD number: None listed |
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Services Offered:
Portfolio Management, Retirement Planning, Estate Planning, Educational Planning, Insurance, Taxes, Business Finances
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Mission Statement
My mission is to help my clients create, grow, and preserve wealth for themselves and for future generations through a holistic, values-centered financial planning process. I endeavor to be a total life planner, using money and other assets to help my clients reach their individual goals. Building a lasting relationship is more important than selling any particular product line or service.
Company's minimum
portfolio size:
$50K
Company's minimum
net worth:
No minimum
Types of investments
handled: Stocks, Stock Mutual Funds, Bonds, Bond Mutual Funds, Real Estate, Options, Annuities
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Age: 43
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Years of Experience: 4
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Educational Background: In 1995 I received a Master's degree in Management (MBA equivalent) from the JL Kellogg School at Northwestern University in Evanston, IL. In 1988 I attained a Bachelor of Science degree from Iowa State University in Ames, IA. My BS is in Speech Communication.
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Professional licenses and other qualifications:
Series 7, Series 63, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Masters of Business Administration, Series 65
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| Number of years at current company: 4 | | Number of years at previous company: 0 |
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Prefers to meet:
In person or via phone and/or e-mail
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Fluent in the following foreign languages:
Spanish
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Size of firm:
Up to 10 employees
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Is comfortable with the following client interactions:
» Advisor makes decision but checks with you first
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