New Ulm, MN Office

Team
Updated today

Client AUM

$1,449,925,111

Clients

5,056

Advisors

2

Of 133 advisors across 86 offices

Location

1 South Minnesota Street

New Ulm MN 56073

Advisors at this office

2

Advisors at this office

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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Travis B

Series 65, Series 63

New Ulm, MN

Calton & Associates, Inc.

Travis Braulick is a financial advisor with Calton & Associates, Inc. in New Ulm, MN. He holds Series 65 and Series 63 registrations and has seven years of industry experience. Prior to joining Calton & Associates, he worked with Bankers Life Securities and Capital Financial Services. He is also the owner of Travis Braulick Financial, a non-investment business used as a sweep account for monthly income. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a range of investment program options and combines advisory and commission-based services through its dual registration as a registered investment adviser and broker-dealer.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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