Our People

Jim Broom - Senior Financial Advisor, Certified Divorce Financial Analyst® (CDFA™), Registered Principal

“I’ve been in this business for close to 20 years.  It’s gratifying to work with clients, their children, and grandchildren.  Many have become close personal friends.  My goal is to work for them the way I’d like someone to work for my children and grandchildren – straight-up and fair.”

Jim Broom has been in the financial advisory business since 1997.  He established an independent financial firm in 2002.  Business owners, wealthy families, and executives are among those using Jim’s services.

In addition to being a Senior Financial Advisor, Jim is a Registered Principal and holds the Certified Divorce Financial Analyst® (CDFA™) designation*.  He is also a member of the Institute for Divorce Financial Analysts and a non-attorney member of the Minnesota State Bar Association. 

Jim’s educational background includes a Bachelor of Arts in Bible, a Master of Arts in Pastoral Studies from Bob Jones University, and a Doctorate of Sacred Ministry from Northland International University. Staying active is a priority for Jim.  He has completed 11 marathons.

Contact him at: James.Broom@wfafinet.com  952.831.2499

 

Karen Johnson - Senior Registered Client Associate

“After working 16 years in the financial services industry, I’ve learned that you can never know too much about this ever changing business.  The challenge keeps me informed, and ultimately, able to bring more value to our clients’ overall experience.

Karen holds her Series 7 and 63 securities registrations, as well as, her MN Life license and LTC certification.  Karen also recently completed all of the required courses for the CFP® program.

Karen & her husband met while attending the University of MN and continue to be active alumni.  In addition to staying very busy with their 5 grandchildren, Karen enjoys traveling and volunteering at the Minneapolis Institute of Arts.  She’s also an active member of the Edina Chamber of Commerce and several charitable organizations.

Contact her at: Karen.Johnson@wfafinet.com – 952-831-2300

*The use of the CDFA designation does not permit Wells Fargo Clearing Services, LLC or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.