Questions with Byron Braun in Fort Wayne Business People Magazine
Braun is a Fort Wayne native and Bishop Dwenger alumni who is passionate about giving back to the local community. He shared with us his interests, business practices and what’s coming up next for him.
Q1: What does it mean to you being involved in our community?
Ever since high school I have always been involved in the community, and even then, I always tried to think outside the box. I was also involved in politics during college and as I began to enter the business world. Now, in my current phase of my life, I try to remain focused because being involved in too many things can diminish the impact you’re trying to achieve. I think it’s important to associate with people who are empowered and successful.
Q2: Could you please explain the organizations you have a passion for?
First, I am the co-founder of the Fort Wayne Children’s Foundation, and I am very proud of that. We now have over $825,000 in the corpus—half of all our funds raised go back to the community and the other half goes back into the corpus. Last year we awarded six grants expanding our footprints to other surrounding counties. In past years, our main fundraiser was The Summit City Chef Competition, and this year we plan to host a masquerade ball with the theme “Behind the Mask”… “Unmasking Abuse in Our Communities.”
I am also on the Board of Trustees at the Fort Wayne Museum of Art and am also Chairman of the Finance Committee. My wife Linn, being an art major from St. Francis, has helped increase my appreciation and interest in art. I like being involved with such a great organization that helps make the arts a core aspect of our community.
Thirdly, I am passionate about being a charter member of Legatus in Fort Wayne, which Linn and I are honored to be asked to join. Legatus is a national Catholic business ambassador program originally founded by Tom Monahan (Domino’s pizza founder) and inspired while on a trip visiting Pope John Paul II. We meet monthly to learn and discuss various Catholic issues and how we can incorporate those ideas into our lives as business people.
Q3: Do you have a business philosophy, and with that in mind, how do you define success?
In terms of business practices, I had the ability and good fortune to be hired into the financial industry at age 22. I understand my personal limitations and I can’t be everything to everybody. Early in my career I made a list on a legal pad of my positives and negatives, and how to focus on the strong ones. In the 40 years I have been doing this, I feel I have an uncanny ability to understand women better than men in the business world. I also try to keep people’s attention and keep them engaged—a mentor of mine said if you can’t explain something in five minutes, don’t do it. What we do here at Braun Wealth Management Group is very focused, and our list is shorter, simpler, more disciplined and easier to understand. We also have an opendoor policy with our clients. Our business model allows us to accomplish in one day what I believe other firms would take much longer to do because we are focused and well educated about our profession. If you have a business model you live daily and tweak, your efficiencies are off the charts. I believe in being politely persistent as well. Success is seeing your children meet their life’s goals and helping clients achieve theirs.
Q4: What is up next for you?
For me and my wife, an amazing partner, we will be taking more meaningful trips, such as a pilgrimage to the Holy Land. Linn has been wanting to go for several years, so we might visit this year or next. Another item on our list is our son Cameron’s wedding in August, which is very exciting! Our daughter, Meredith, is on the Nike design team for children’s wear in New York, and our son Carson just moved to Baltimore and works as an analyst for T. Rowe Price, so we will visit them more. I also want to play more tennis, as our entire family has always played. I’ve never been a big golfer, but I would like to improve my game. Maybe ten years from now, I’d like to write a book about my experiences as a financial advisor. I would also like to take our model with the Children’s Foundation (half today, half for tomorrow’s generations) and help it blossom into other community organizations.
Byron R. Braun
PIM Portfolio Manager
Fundamental Choice Portfolio Manager
260-637-6000 or Toll Free 888-259-9175[email protected]For Immediate ReleaseByron Braun DESIGNATED A “PREMIER ADVISOR” BY WELLS FARGO ADVISORS FINANCIAL NETWORK
Fort Wayne, IN. November, 4 2019– Wells Fargo Advisors Financial Network has designated Byron R. Braun, President, as a member of the firm’s Premier Advisor Program. The Premier Advisor designation is held by a select group of Financial Advisors who have met or exceeded the Firm's standards of three or more of the following: length of service with the Firm, completion of educational components, business production, and professionalism.
“It’s an honor to receive this designation” said Braun. “I am proud to have been given the opportunity to work with my clients and I am committed to helping them reach their financial goals.”
Byron R. Braun has been with Wells Fargo Advisors Financial Network for 16 years and has 42 years of experience in the financial services industry. Braun is married to his wife Linn and resides in Fort Wayne, IN.
About Wells Fargo Advisors
With $1.7 trillion in client assets as of September 30, 2018, Wells Fargo Advisors provides investment advice and guidance to clients through 14,074 full-service financial advisors and referrals from 5,156 licensed bankers. This vast network of advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, as of June 30, 2018. www.wellsfargoadvisors.com
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 8,050 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 38 countries and territories to support customers who conduct business in the global economy. With approximately 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune’s 2018 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
Braun Wealth Management Group, LLC. is a separate entity from Wells Fargo Advisors Financial Network.
|Investment and Insurance products:
|Not Insured by FDIC or any Federal Government Agency
||MAY Lose Value
||Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate
CAR #0119-02935For Immediate ReleaseFINANCIAL ADVISOR BYRON R. BRAUN EARNS DESIGNATION OF PIM PORTFOLIO MANAGER
Fort Wayne, IN. May 23, 2017 - Braun Wealth Management Group is pleased to announce that Financial Advisor Byron Braun earned the designation of PIM Portfolio Manager. Braun has been with Braun Wealth Management Group for 13 years and has 38 years of experience in the financial services industry.
What is a PIM Portfolio Manager - The PIM Portfolio Manager designation allows financial advisors to handle the task of choosing and actively monitoring investments. This designation is allowing Braun to make investment decisions on his client's behalf based on the appropriate level of risk, tolerance, and financial objectives. Braun conducts detailed investigation to
companies, industries and overall economic conditions in seeking to design a strategy that is best suited for his client's portfolio and all other investment needs.
For 15 years, Wells Fargo Advisors Financial Network, the independent brokerage arm of Wells Fargo & Co, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what's right for clients. Wells Fargo Advisors Financial Network has grown to operate nationwide with 1,404 owners and advisors in 660 practices
administering over $95.3 billion in client assets. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC Member SIPC, separate registered broker-dealer and non-bank affiliate of Wells Fargo & Company.www.wfafinet.com. Braun Wealth Management group is a separate entity from Wells Fargo Advisors Financial
The Private Investment Management program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for full description of our services. The minimum account size for this program is $50,000.
Byron Braun Selected as One of the Top 100 Independent Advisors in America
Registered Rep Magazine, a trusted magazine for the retail investment professional, serving more than 125,000 brokers, financial advisors, and financial planners, announced in its August 2009 edition the top 100 independent investment advisors in America. Byron Braun, President of Braun Wealth Management Group, LLC, in Fort Wayne, Indiana, was listed in the top 100 for 2009. Registered Representative publishes its annual list of independent top 100 financial advisors in the country, ranked by assets under management for independent brokers and dealer representatives only. In this year's ranking, Mr. Braun placed 91st in the nation, according to Registered Representative. Byron's reaction to this honor was, "I am overwhelmed by being designated to this prestigious list. I feel this achievement is based on our long-standing relationships we have with our client base and our adherence to a disciplined approach, along with our outstanding staff in their quest for superior service for our clients."
Braun Wealth Management Group's offices are located at Capital Pointe, 534 Union Chapel Road, Fort Wayne, Indiana. To learn more about Braun Wealth Management Group, you can visit their website at www.braunwealth.com (http://www.braunwealth.com) or by calling (260) 637-6000.