Driven by your life's goals Holistic wealth management

Kelli M. Puhl, CFP®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Portfolio Manager
Wealth Advisor

Visit Falk, Puhl & Guillaume Wealth Management

phone

952-475-9441



Connect with me on LinkedIn


address

681 East Lake Street
Suite 354
Wayzata, MN 55391



Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.


Kelli M. Puhl has been recognized as an industry leader

  • Forbes Top Next-Gen Wealth Advisors, 2020
  • Forbes Top Women Wealth Advisors, 2020
  • Forbes Top Next-Gen Best-In-State Wealth Advisors, 2019
  • Working Mother Magazine's Top Wealth Advisors Moms, 2019



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