At Loft Advisors, our Raymond James Financial Services advisors get to know you on a personal level. Together we craft an investment plan to help you achieve your long-term financial goals.
Our focus is to simplify the complexities of wealth and provide our clients confidence in pursuing their financial goals.
As a full-service financial planning firm we specialize in creating tailored strategies custom to each individual client’s personal needs and aspirations. We are committed to applying our knowledge and experience to care for your financial goals so you can focus on your family, business, community — the things you care for the most.
Nathan Quello finds great fulfillment in cultivating close relationships with his clients and tailoring a comprehensive wealth plan for each based on their individual goals and needs.
View Bioabout Nathan Quello
John Quello transitioned to Loft Advisors, a division of First Dakota National Bank, in November 2013 and provides securities through the full service investment firm of Raymond James Financial Services, Inc.
View Bioabout John Quello
Rainey’s passion is building relationships and creating financial plans for his clients based on the important financial matters and goals in their lives.
View Bioabout Rainey Reynolds
Kelly Lang joined Loft Advisors in November of 2020 and serves as a financial advisor in the group.
View Bioabout Kelly Lang
After spending a few years as a PGA member in the golf business, Jeremy Anderson transitioned to a career in the financial industry. He considers working in financial services his true calling. He holds Series 7, Series 66 and health and life insurance licenses.
View Bioabout Jeremy Anderson
Cindy enjoys helping customers with their requests, online access and other needs. She joined our team of wealth management professionals at Loft Advisors in 2015.
View Bioabout Cindy Reesman
Rebecca brings a lifelong passion for helping others to her role as a Client Associate.
View Bioabout Rebecca ChesebroSecurities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Loft Advisors and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. First Dakota National Bank and Loft Advisors are separately owned and operated and not independently registered as broker-dealers or investment advisers.
*The process of rebalancing may carry tax consequences.
**Diversification and asset allocation do not ensure a profit or protect against loss. No investment strategy can guarantee success.
Bonds are subject to credit and interest rate risk. Timely payments of interest and principal payments are based on the financial condition of the issuer. Yield and market value will fluctuate with changes in market conditions.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites of their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, inc.
Raymond James Financial Services, Inc., Member FINRA/SIPC and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks including the possible loss of principal. Raymond James Corporate Privacy Notice.
Raymond James Legal Disclosure
In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.
Any opinions are those of the Investment Manager(s) and their team and not necessarily those of Raymond James. Opinions are subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security outside of a managed account. This should not be considered forward looking, and does not guarantee the future performance of any investment.
There is no assurance that any investment strategy will be successful. It is important to review the investment objectives, risk tolerance, tax objectives and liquidity needs before choosing an investment style or manager. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including asset allocation and diversification. Past performance is not a guarantee of future results.