IPA 100 firm Eide Bailly (FY23 net revenue of $616.5 million) has changed the name of Eide Bailly Financial Services to Eide Bailly Wealth. As part of this change, Eide Bailly Wealth is emphasizing its fiduciary role by leaving its broker dealer and only conducting business going forward as a full-service registered investment advisor.
“As we build on our purpose of elevating our clients, it’s critical that we are listening to their needs and working to offer solutions as a trusted advisor,” says wealth principal Brad Kelley. “Enhancing the team’s skillset and level of service allows us to better serve our clients by exceeding their expectations and providing a meaningful connection throughout their wealth journey.”
