Kjell Purnell

Financial Consultant

Sarasota, FL

P: (941) 953-6655
F: (941) 444-7286

Kjell Purnell, Financial Consultant

Kjell Purnell, is a Financial Consultant for the Everence® office in Sarasota, Florida, and a Financial Consultant helping individuals, families and businesses integrate their finances with their faith values.

A graduate of Westminster College in New Wilmington, Pennsylvania, Kjell has more than 20 years of experience in banking and financial services. He has earned the Certified Fraud Examiner designation, has a Florida insurance license, and Series 6 and Series 65 securities licenses.

Kjell volunteers with Southeast Mennonite Conference as chairman of the finance committee, and serves as a member to the Florida Bar Association’s Twelfth Circuit District Unlicensed Practice of Law Committee. He is a board member of Sunnyside Village, the American Red Cross, and past president of the Association of Certified Fraud Examiners’ Tampa Bay Chapter.

Kjell and his wife enjoy boating, sports and eating German food. They have two grown children and are very involved in the local church community.

Kjell is passionate about serving those intentional about their stewardship journeys. He particularly likes helping with planning their financial futures so they can give themselves to God through voluntary service.

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Disclosure

Securities offered through Concourse Financial Group Securities, Inc., Member FINRA/SIPC. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS


Kjell Purnell is licensed to discuss and/or offer financial services and/or products to residents of CO, FL, IA, IN, KY, MI, MS, NC, OH, PA and TX.