Brian Connelly CFP®

Advisor and Partner

As an advisor and partner at Diversified Wealth Management, I am committed to helping clients pursue their financial goals. I help people define the things that matter most in their lives, and my success is based on how well my clients can align their life priorities with their use of money.


I grew up as one of 5 children in Hastings, Minnesota as the child of two teachers. I attended college at the University of St. Thomas in St. Paul, and shortly after graduating in 2001 I entered the Financial Services industry. I am grateful to my parents for installing in me a love of learning and a gift to be able to educate others, especially in the areas of financial planning and investing.


In my spare time, I enjoy coaching basketball, football and golf for my sons, Colin, Carter and Jonathan. I live with my wife Bethany and our boys in Chanhassen, MN.


Specialties: Comprehensive Personal Financial Planning | Portfolio Analysis & Asset Allocation | Investment Management | Tax Planning | Estate Planning | Life & Long-Term Care Insurance | Annuities


At Diversified Wealth Management, we would love to meet with you to hear about the things that matter most in your life.


2422 East 117th St Burnsville, MN 55337

(952) 400-6151 main


Visit our team website for important disclosures at:

Phone 952-400-6151
Fax 952-224-2958