Kelli Brix
CFP®
Financial Advisor
...
EDCUATION
BBA, Finance, Communications minor, University of Iowa Leadership certificate
BIO
Kelli is dedicated to helping clients build clarity and confidence in their financial lives. As a financial advisor, she takes pride in translating complex financial concepts into clear, practical strategies tailored to each client’s needs. As a CFP® (CERTIFIED FINANCIAL PLANNER) professional, Kelli applies the golden rule in every client relationship. She holds the Series 7 and Series 66 securities registrations, as well as life and health insurance licenses, and serves clients nationwide.
A former high jumper at the University of Iowa, Kelli values discipline, teamwork, and perseverance—qualities she now brings to her work at Financial Integrators. She embraces the firm’s collaborative approach, working closely with clients across all stages of life to help them achieve their goals with confidence.
Kelli resides in Ankeny with her husband, Tom, and their aussiedoodle, Georgie. In the spring evenings, she can be found at the track, serving as an assistant track and field coach at Ankeny Centennial High School.
JOINED FIRM
2020