Kim Brown

    • Media Contact:
      Brian Bellmont
    • Member Type(s): Expert
    • Title:President
    • Organization:JNBA Financial Advisors
    • Area of Expertise:Wealth management, leadership, culture

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My Expertise

    My Expertise

      Area(s) of expertise: Wealth management, leadership, culture
      Summary of expertise:
      As president of JNBA Financial Advisors, which Barron’s named as Minnesota’s top financial advisor for 2018 and one of the top wealth management firms in the country, Kim has been the champion of JNBA’s service-oriented culture, working closely with advisory teams to consistently reinforce and enhance the level of service the firm provides to its clients. She was the leading force behind shifting JNBA to a team-based customer-service approach, involving various disciplines from across the firm, and continues to be the visionary behind new service initiatives and communication enhancements. JNBA’s commitment to client service has earned the firm a 97-percent client retention rate since 2001.

      Kim has taken a national leadership role as a proponent of independence in the wealth-management industry, and most recently has focused her efforts on how to best prepare the next generation of financial advisors to address the challenges and opportunities of the future through JNBA’s own programs and through mentorship to her peers. She is also an expert on topics related to aging parents and their finances, and how adult children can prepare, work with and support their parents during their later years. With Kim at the helm, JNBA has become one of the premier wealth management firms in the United States with assets under management growing from $90 million to nearly $1 billion.

      Kim writes, speaks and serves as a media resource on a broad range of topics tied to achieving financial, business and personal goals. Focus areas include financial advocacy; the next generation of investors and advisors; mentorship; leadership; philanthropy; women investors; women in financial services careers; financial considerations for the sandwich generation; financial considerations for aging parents and their care; life transitions; generations; a team-based approach to wealth management services; how to choose a financial advisor; the independent, fiduciary financial advisory model; and more. She has been recognized by industry peers and the business community for her approach to business leadership, ethics and philanthropy.
      Blog/Web site:
      Top 25 Women in Finance by Finance & Commerce magazine (2011, 2009)
      Women in Business Honoree, Minneapolis/St. Paul Business Journal (2012)
      Women Who Lead Honoree, Minnesota Business Magazine (2017)
      Community Impact Awards’ Paragon of Leadership Finalist, Minnesota Monthly (2017)
      Better Business Bureau of Minnesota and North Dakota – Torch Awards for Ethics Winner – 2015-2016
      Better Business Bureau – International Torch Awards for Ethics Finalist – 2016
      FIVE STAR Wealth Management Team – 2016, 2015, 2013, 2012
      Twin Cities Metro BA – Finalist for Inaugural Twin Cities Indie Business Awards – 2016
      Barron’s – Top Financial Advisor and top Registered Investment Advisor (RIA) in Minnesota – 2018
      Barron’s – Top 1,200 Advisors – 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010
      Barron’s Top 100 Independent Advisors – 2017, 2016, 2015
      Financial Times – 300 Top Financial Advisors – 2016, 2015, 2014

      NIFAP Study Group (2006-present) – National group consisting of 30 independent advisors around the country who manage a total of $8 billion in assets and meet quarterly to share best practices.
      Starkey Hearing Foundation – 2011 and 2012 Awards Gala Honorary Chair
      Angel Foundation – Board Member, 2012 and 2013 Gala chair, and active volunteer
      Jefferson Awards for Public Service – Board Member (past)
      Dress for Success – Supporter, sponsor, and active volunteer providing financial education
      Global Rights for Women – Board Member, 2015-2017
      TD Ameritrade National Conference (2014) – Kim sat on a panel with other industry leaders to speak about the Next Generation of Advisors, citing her experience with JNBA’s growing internship program and involvement in the creation of the University of Minnesota Duluth’s Financial Planning Minor.
      Women Advisor Forum (2014) – A keynote at this conference, Kim shared perspective on the role women play in the financial services industry to a group of leading women advisors from around the country.

      Prior media experience:
      Financial Planning, Forbes, ThinkAdvisor, Finance & Commerce, Wall Street Journal, InvestmentNews, The Wealth Advisor, Minneapolis St. Paul Business Journal, Minnesota Business Magazine, Minnesota Monthly, Mpls./St. Paul Magazine, Twin Cities Business Magazine, C-Level Magazine, Star Tribune, St. Paul Pioneer Press, Minnesota Public Radio, WCCO-TV, KARE-TV
      Educational background:
      University of Mary

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