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*.
She has knowledge and experience in the financial services industry having worked in various capacities including building financial plans and investment consulting.
Originally from Eau Claire, Kelly earned a bachelor's degree in Business Administration with a Comprehensive Major in Business/Economics from UW-Eau Claire. She 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.
In addition to her professional commitments, Kelly is extremely active in her children's school and athletic activities, as well as in her church where she serves as Secretary on the Board of Education. She resides in Eau Claire with her husband, Matt, and three children.
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 placed in the RCU Investment & Insurance Team and looks forward to serving you.
Email Kelly France.
*INVEST is not affiliated with State Farm.
Registered representatives of Financial Corporation (INVEST), member FINRA/SIPC. Securities, insurance products, and advisory services are offered through INVEST, a Registered Investment Advisor and affiliated insurance agencies. INVEST is not affiliated with RCU (Royal Credit Union), RCU Investment & Insurance Team.
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
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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.