Broker Check
Brandon Lawrence, RICP®, CPFA

Brandon Lawrence, RICP®, CPFA

Financial Planner

How long have you been working in your field?

7 years (2019)

What are your areas of focus?

  • Corporate retirement plans (401K)
  • Individual retirement/investment planning

Who is your ideal client?

Small closely held businesses that are dedicated to the betterment of their employees

What problems do you consistently solve for your clients?

Taking oversaturated investment information from the media and making it relevant for my client’s and their financial goals and aspirations.

Tell me about how you got into your line of work.

I’ve always been interested in the stock market, but when it came time to decide on a career path the billboard for “Fly University of North Dakota” was outside my high school - that was my decision. After a year, I discovered it wasn’t my passion and switched majors to finance. Throughout my college years, I worked at a meat market. Every night, a gentleman wearing a suit and tie (which is very uncommon in the Monticello, MN area) would stop in. We’d strike up a conversation about fishing, hunting and the outdoors. I took a leap of faith thinking he was in financial services or an attorney (no one wears ties, other than these two industries), hoping he could introduce me to someone in financial services. One day, he insisted that I come to his BNI Networking group the following day. I had no idea what to expect so I put on my suit and tie, showed up for 7am meeting, and when given the chance, expressed my interested in the industry. A partner at an investment firm in the St. Cloud area, approached me after the meeting to further discuss an opportunity as an intern. I jumped at the chance and found myself in a unique situation, starting my financial planning career very early in life. I owe my early success in this industry to this gentleman, who I still consider a dear friend.

What is the best advice you’ve ever received?

If a person has enough time to text – they have the time to pick up the phone. This was something my grandfather said years ago. In this world filled with technology, we lose so much important information without phone or face to face conversations.

What is on the top of your bucket list?

I’d love to visit Alaska for an extended period of time.

What would you do even if you didn’t get paid to do it?

Taking vets and kids fishing. Many great memories are made on the water. As we say, “the fishing and the company is always fantastic, but the catching could always be better!”

Fun Fact:

In my free time, you will find me on one of the major walleye lakes around the Mid-West or smoking delicious meats on my smoker. Prior to entering this industry, I was a butcher at Von Hanson’s in Monticello.

Family info:

I have a two-year-old Morkie, named Chloe. She is the cutest!