Financial Services

INSPIRED TO PLAN FOR LIFE’S JOURNEY

Leadership from a team of trusted advisors can help you relax and enjoy the journey.

Leadership from a team of trusted advisors can help you relax and enjoy the journey.

Opportunities and challenges, successes and failures—life changes quickly. And thinking about finances can be overwhelming. But guidance from a trustworthy advisor can offer you peace of mind. From growing your family to planning for retirement, financial advisors can help you confidently approach each season of life.

 

Eide Bailly's professionals are committed to helping you define what matters most today, while anticipating your needs for tomorrow. Our financial planning and investment services can be tailored to your needs so you reach your goals. We're your first call when you need help, and we'll be by your side to ensure your dreams become reality.

a Top 25 CPA Firm

2,000 professionals

established 1917

33 offices, 14 states

Contact

Brad M. Kelley
Brad M. Kelley
Principal

Latest Insights

September 11, 2018
Article
Wall Street had much to celebrate in August. The S&P 500 and Nasdaq Composite both reached historic heights, with the Nasdaq crossing two 1,000-point milestones in a calendar year for the first time since 1999.
September 7, 2018
Article
If asked what comes to mind when thinking of wealth planning, many would likely mention topics such as saving for retirement, planning for college, creating strategies for retirement income, or structuring a portfolio with an eye toward maximizing tax…
June 7, 2018
Article
For many investors, mutual funds and exchange traded funds (ETFs) are the go-to vehicles for those seeking broad diversification and access to a wide array of asset classes. Indeed, as of year-end 2016, U.S. funds held a combined $18.9 trillion in assets,…
March 28, 2018
Article
Between January 26 and February 8 of this year, the Dow Jones Industrial Average dropped 2,757 points and the media totally freaked out. Ironically, most of my clients didn’t. I credit this to having a savvy client base that enjoyed the ride up, but with…
February 28, 2018
Article
Given the trend toward an aging population and longer life expectancies, it’s likely that an increasingly larger number of us will need some sort of help or assistance in the future due to health concerns such as chronic illness, disability or dementia.…
February 26, 2018
Article
The US stock market has delivered an average annual return of around 10% since 1926 But short-term results may vary, and in any given period stock returns can be positive, negative, or flat.

Check the background of this firm on FINRA's BrokerCheck.
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. 
Securities Licensed in: AK, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM,  NV, NY, OH, OK, OR, SD, TN, TX, UT, VA, WA, WI, WV, WY
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