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Brandon Prell, Financial Advisor

FINANCIAL ADVISOR
Brandon Prell

CFP®, ChFC®, CPWA®, CEPA®
875 Meander Ct, Medina, MN 55340opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Insurance & Annuities
  • Retirement Savings Strategies

About Brandon

My goal is to provide clients with comprehensive financial strategies to help them meet their financial goals.

I care about getting to know you. I will ask hard, smart questions and listen carefully to understand the underlying motivations to your financial decisions. I selflessly serve my clients with integrity and mutual respect and am firmly committed to long-term, meaningful relationships.

Moreover, I use an established process that allows me to build the personalized strategies needed to help you meet your goals. You will find that I am thorough and genuine in finding appropriate solutions and will collaborate with your CPA and...

Work History

  • Edward JonesAugust 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • University of South DakotaMaster of Arts
  • Univ of Minnesota,DuluthBachelors

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Traveling
  • Fishing
  • Football

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(763) 478-9100

Fax

(888) 220-6839

Office Address

875 Meander Ct
Medina, MN 55340opens in a new window

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