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Brett K

CFP®, Series 63, Series 66

Roy, UT

The Karras Company, Inc.

Brett Karras is a CFP® with 33 years of experience in the financial industry. He has been with The Karras Company, Inc. since 2002 and has also been affiliated with Raymond James Financial Services since 2000. He serves as an advisor at The Karras Company, a five-advisor team based in Roy, Utah. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, including high-net-worth households, as well as institutions and employer-sponsored retirement plans. The firm manages approximately $373 million in regulatory assets and advises on about $3.45 billion in assets, focusing on strategic asset allocation, diversified portfolios, and a buy-and-hold investment approach.

Retirement income strategy General tax planning Life insurance needs analysis Business succession planning Charitable giving & philanthropy Founder/Business Owner Retired
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William M

CFP®, Series 66

Roy, UT

The Karras Company, Inc.

William Merrell is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has been with The Karras Company, Inc. and affiliated with Raymond James Financial Services since 2015. Prior to that, he worked at Allegheny Financial Group and Allegheny Investments. Outside of his advisory role, Merrell owns CCC Management, a family management company. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, including high-net-worth households, institutions, and employer-sponsored retirement plans. The firm manages approximately $373 million in regulatory assets and advises on around $3.45 billion, employing a strategic asset allocation and buy-and-hold investment approach across diversified portfolios.

Retirement income strategy General tax planning Life insurance needs analysis Business succession planning Charitable giving & philanthropy Founder/Business Owner Retired
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Boyd H

CFP®, Series 63, Series 65

Roy, UT

The Karras Company, Inc.

Boyd Hansen is a CFP® professional with 41 years of industry experience, currently serving at The Karras Company, Inc. since 2020. He previously worked at Raymond James Financial Services Advisors, Inc. for 11 years and has been affiliated with Raymond James Financial Services, Inc. since 1990. Outside of advisory work, Hansen is the CEO of Boyd R. Hansen & Co. Inc., a medical business services firm. The Karras Company provides wealth planning, investment consulting, and portfolio management to individuals, trusts, institutions, and employer-sponsored retirement plans. The firm emphasizes strategic asset allocation and diversified buy-and-hold portfolios, leveraging research and resources from its longstanding relationship with Raymond James.

Retirement income strategy General tax planning Life insurance needs analysis Business succession planning Charitable giving & philanthropy Founder/Business Owner Retired
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Christian K

Series 63, Series 66

Lincoln, NE

The Karras Company, Inc.

Christian Karras is a financial advisor at The Karras Company, Inc. in Lincoln, Nebraska, holding Series 63 and Series 66 designations with six years of industry experience. His work history includes roles at Fidelity and Raymond James Financial Services. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, institutions, and employer-sponsored retirement plans. The firm manages approximately $373 million in SEC regulatory assets and advises on about $3.45 billion, utilizing a strategic asset allocation approach with diversified portfolios and a buy-and-hold orientation.

Retirement income strategy General tax planning Life insurance needs analysis Business succession planning Charitable giving & philanthropy Founder/Business Owner Retired
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Nolan K

Series 63, Series 65

Roy, UT

The Karras Company, Inc.

Nolan Karras is a financial advisor with The Karras Company, Inc., holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been affiliated with The Karras Company since 1997 and SK Hart Management since 2006. Outside of his advisory work, Karras serves on multiple boards, including educational institutions, electric utilities, healthcare organizations, and nonprofit foundations. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, trusts, institutions, and retirement plans. The firm emphasizes strategic asset allocation and diversified, primarily buy-and-hold portfolios, utilizing equities, fixed income, mutual funds, ETFs, and alternative asset classes, supported by research and resources from Raymond James.

Retirement income strategy General tax planning Life insurance needs analysis Business succession planning Charitable giving & philanthropy Founder/Business Owner Retired
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