Kelly Wentz
Partner MetroPrairie
Biographical Info
“Our clients are not necessarily dictated by wealth or income but rather people who want to learn what is possible for their future and maximize their plans.” – Kelly
Kelly is a graduate of Moorhead State University in Business, Minors-Political Science & Economics, and 30 years as an independent in insurance. He has served on the Fargo-Moorhead Association of Insurance & Financial Advisers Board of Directors and as Ethics Chairman, two term on the North Dakota Governor’s Commission on Aging, and currently serves on the Shriners Hospital for Children – Twin Cities Board of Governors, including Finance and Human Resources committees.
“Our main goal is to put you [individuals or businesses] into position to feel secure about YOUR money by helping you obtain guarantees, market growth, tax efficiency, as well as prudent leveraging. We can show you how.”
- 401K transfers
- IRA transfers
- Premium Financed Life Insurance
- Long Term Care Life Insurance combos
- Irrevocable Life Insurance Trusts
- and more!
