Kelly Petersen
Client Services Manager
(816) 648-6700
With a passion for helping others and a knack for multi-tasking, Kelly Petersen is the glue that holds Nold Bryant together.
In her role as client services manager, Kelly works to enhance your overall experience with the team by ensuring you have access to your accounts and all the information necessary to pursue your financial goals. She reviews new business workflow, maintains client records, implements marketing initiatives, manages the movement of assets, and provides ongoing service and support.
Kelly started her career in the investment industry in 2016 after previously working in banking for seven years and has been assisting Austin since 2018.
Kelly has many creative endeavors including photography, arts & crafts, writing, event planning and some graphic design. Are you enjoying the photography on the Nold Bryant website? That’s Kelly too.
Kelly graduated from Rochester Institute of Technology in Rochester, N.Y., with a Bachelor of Fine Arts in Professional Photographic Illustration. After graduation, she continued to live in upstate New York for eight years.
Kelly supports many charities including the National Arbor Day Foundation, the Humane Society of the US, KC Pet Project, YWCA, and Noyes Home. Kelly is also an active volunteer with Friends of the St. Joseph Animal Shelter.
Kelly lives in St. Joseph with her husband, Brent and children, Bernie and Wally. A fitness enthusiast, Kelly enjoys running, cycling, kickboxing and strength training. Always active, you can find Kelly traveling, cooking, reading, building Legos with her sons, exploring the trails and natural spaces around St. Joseph, spending time outdoors with her family, and in summer visiting lakes in Missouri or Wisconsin.
We are excited to share that our registered investment advisor (RIA), Integrated Partners, has been listed in Barron's list of Top 100 RIA Firms for 2024.
Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Forbes America’s Top Next-Gen Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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