Raymond James welcomes Minnesota advisors managing over $250 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Timothy “Tim” Kelly and Coleman “Cole” Kelly, CPFA®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to David Sisemore, Midwest division director for RJFS.
Based in Red Wing, Minnesota, the father-son team operates as Endurance Wealth Management and provides personalized financial services to clients ranging from business owners to those planning for or living in retirement. They arrive from LPL Financial where they managed more than $250 million in client assets, and are joined by Branch Operations Coordinator Katie Bakke, Practice Business Coordinator Tait Kelly and Client Relationship Consultants Surbhi Moore and Matthew “Finn” Brady.
“Raymond James’ culture and focus on clients align with the way I’ve always approached planning,” said Tim. “The technology and strong home office support give me confidence that I can provide personalized strategies while also having the tools and resources to anticipate and adapt to my clients’ needs.”
Tim, father to Cole and Tait, has more than 28 years of wealth management experience. He earned bachelor’s degrees in management, marketing and industrial relations from Mankato State University.
Cole is a Certified Plan Fiduciary Advisor® who earned a bachelor’s degree in business and entrepreneurship from the University of Saint Thomas. He has seven years of financial services industry experience.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.69 trillion as of Aug. 31, 2025. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Endurance Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.