Brandon Converse, CRPS®, AIF®, CPFA
FINANCIAL CONSULTANT, RJFS
LICENSED INSURANCE AGENT, KEATING
Contact
Office Phone
About
Brandon Converse, CRPS®, AIF®, CPFA
FINANCIAL CONSULTANT, RJFS
LICENSED INSURANCE AGENT, KEATING
What I value
Empowerment, leadership, commitment, energy, integrity, empathy.
About Brandon
Brandon has a passion for building strong relationships and helping businesses and individuals create well-refined plans in line with future goals. His approach to serving clients is to clearly understand both personal and professional goals, which enables him to craft a goal path to help accomplish those objectives while carefully supporting the process – and the relationship – for achieving them.
Brandon graduated from Kansas State University as an Industrial & Manufacturing Systems Engineer in 2005. After spending eight years in the engineering field, he transitioned to the financial sector to pursue ambitions of helping others in their pursuit of financial security. Brandon holds designations as a Chartered Retirement Plans Specialist, Accredited Investment Fiduciary, and Certified Plan Fiduciary Advisor. Brandon also holds his Series 63, 65, Series 7, Life & Accident and Health Producer as a registered investment adviser representative with Raymond James Financial Services Advisors, Inc. Serving clients since 2013, Brandon was key in the formation of The Converse Team.
Brandon and his family live in Andover, Kansas where they stay busy with community and family events. Brandon supports his wife, Tara, in her ownership of a Monat Global distribution team and Converse Photography. They stay continually active with their three children, Payton, Reese, and Beckett. As an engaged member in the community, Brandon serves as an Ambassador with the Wichita Regional Chamber of Commerce. He spends many weeknights and weekends coaching baseball, softball, basketball, and soccer. In their free time, the family enjoys spending time on the lake, relaxing with friends, going to concerts, and visiting family.
Raymond James is not affiliated with the above-mentioned organizations.
Converse Financial Services Team are not registered broker/dealers and are independent of Raymond James Financial Services.
DISCLOSURES
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
