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Laurie B
Series 63, Series 65
New Ulm, MN
Calton & Associates, Inc.
Laurie Braulick is a financial advisor with Calton & Associates, Inc. in New Ulm, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at Capital Financial Services, Inc. for 16 years before joining Calton & Associates in 2019. Outside of her advisory role, she serves as president of Investment & Insurance Services of New Ulm, Ltd., where she is responsible for recommending and servicing insurance products. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of investment programs and combines advisory services with commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and a broker-dealer.
Travis B
Series 63, Series 65
New Ulm, MN
Calton & Associates, Inc.
Travis Braulick is a financial advisor with Calton & Associates, Inc. in New Ulm, MN, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Bankers Life Securities and Capital Financial Services, Inc. He also operates a financial service entity, Travis Braulick Financial, and serves as an agent for United Life. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, financial planning, retirement consulting, and access to third-party money managers. The firm offers multiple program structures and combines fee-based and commissionable brokerage and insurance products.
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