RCU is pleased to have Kelly France as one of the INVEST Financial Corporation registered representatives. Kelly serves Members through the RCU Investment & Insurance Team. Kelly joined the RCU Investment & Insurance Team in 2005, after serving the Chippewa Valley as an agent for State Farm*.
Kelly brings an array of knowledge and experience in the financial services industry having worked in various capacities including building financial plans and investment consulting for over 10 years. Her early background in insurance allows for her to offer insight and recommendations on all areas of insurance as well as investments. This gives her the ability to advise her clients by looking at their entire financial picture and providing them with comprehensive financial planning services and product solutions.
Kelly has many accomplishments to date:
Member of the President's Club with INVEST Financial Corporation for 2012
National recognition by Transamerica Investments receiving their Top of the Pyramid Award for excellence in Financial Services in 2012
National recognition by iSectors Challenge Coin Association in recognition of professional commitment, responsibility, and values honored in client services since 2011
National recognition by The Hartford as a member of the Leadership Council in 2009
Certificate of Accomplishment for completion of the Client Centered Selling Program through State Farm—specialized training on uncovering client needs and developing customized plans, 2003
As she assists clients, Kelly is specifically licensed to offer some additional investment solutions including:
Fee Based (instead of Commission based) Managed Investment Portfolios
Individual Stocks, Unit Investment Trusts, and Exchange Traded Funds
Corporate, Government and Municipal Bonds
PRISM—Personal Retirement Income Solution Manager (used for structuring Income in Retirement)
Separately managed accounts
Brokered Certificates of Deposit
Structured Certificates of Deposit and Notes
Customized Socially Responsible Investment options
Originally from Eau Claire, Kelly earned a bachelor's degree in Business Administration with a Comprehensive Major in Business/Economics, plus a certificate in Business Communication, from UW-Eau Claire. Kelly continues to expand her knowledge of insurance and investment issues by attending educational seminars and other professional training offered by national mutual fund and insurance companies.
Locally, Kelly enjoys serving the community and has held positions on various boards that share the same core values and goal of improving the lives of others. She has served on the Board of Education at Hope Lutheran Church, the Eau Claire Volunteers executive board, and the Youth Services board with Clearwater Kiwanis.
In addition to her community and professional commitments, Kelly is extremely active in her children's school and athletic activities. On the weekends Kelly can most likely be found at a baseball, softball, or basketball game. If not taking in one of her kids' games or at other local sporting events, she will likely be up north fishing, canoeing, playing golf, hiking, snowshoeing, skiing, biking and just taking in the outdoors. Kelly's top hobby is photography and the challenge of capturing the beauty of nature on film as well as the precious moments in the life of her family and friends. Kelly is proud to live in Eau Claire with her husband, Matt, and three children. A direct quote, "I can't imagine living anywhere else!"
Kelly enjoys working in the financial services industry because of the opportunities she is given to build relationships and help clients meet their financial goals. She appreciates the trust clients place in her and in the RCU Investment & Insurance Team and looks forward to serving you.
Email Kelly France.
*INVEST is not affiliated with State Farm.
Registered representative of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with RCU (Royal Credit Union) or RCU Investment & Insurance Team.
Products offered are:
• Not insured by the NCUSIF or any federal government agency
• not a deposit or other obligation of or guaranteed by any credit union
• subject to risks including the possible loss of principal amount invested.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a Broker-Dealer (BD) or Investment Advisor (IA) may only conduct business in a state if the representative and the BD or IA they represent (a) satisfy the qualification requirements of the state and are approved to do business by the state; or (b) are excluded or exempt from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting or attempting to effect transactions in securities; or (b) rendering personalized investment advice for compensation.