Brian Kashlak

About Brian Kashlak

Wells Fargo Advisors 100 2nd Avenue South Suite 400 North St. Petersburg, FL 33••••••••59 This information is intended for use by residents of AL, AR, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WI, WV, and WY only. California Insurance License # 0F73779. Resident State: Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Managing Director - Investments

   Wells Fargo Advisors

   Sep 2001 — Present · St. Petersburg, FL, US

   As a Wells Fargo Advisors Investment Professional, I can offer you a wide range of services, from selecting individual investments to developing a retirement plan. With access to a broad array of company resources, including research analysts and economic and market experts, I can help you make informed investment decisions. Offering comprehensive financial services, I can provide access to lending services through Wells Fargo affiliates. Originally from Pennsylvania, I graduated with honors from Duquesne University in Pittsburgh with a bachelor\'s degree in business administration, and a concentration in finance. I began my career as a financial advisor at AG Edwards, a predecessor firm of Wells Fargo Advisors, where I was trained and where I developed my industry knowledge. I have served as a branch manager for the firm, but am now dedicated full-time to serving the clients within my practice.I have been recognized as a Platinum Council member in 2022 and 2023. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.I work with you, one-on-one, to design investment strategies targeted to your specific needs and goals.My extensive experience through major transitions in the market enable me to help clients structure a balanced, customized portfolio addressing their own personalized goals and objectives.My client first philosophy is based on building lasting, multi-generational relationships by providing trusted advice and exceptional service.

Education

• Duquesne University

  Bachelor of Science (B.S.)

  1987 — 1991