Broker Check

Our Story

In 1973 Art Staples entered the financial services industry with a career focus of working with local business owners to assist in their succession planning.  Twenty-nine years later in 2002, as evidence of his hard work and loyal commitment to his clients, Art received the Jacob W. Shoul “Man of the Year” award from his company MONY.  To this day 12 years after that, Art continues to consult with clients, providing advice rooted in over 41 years of industry expertise.

In 2000 Kris Staples joined his father with a goal to provide continuity to clients and carry on the legacy of the firm.  His focus on investment and financial planning was complimentary to Art’s existing deep knowledge of insurance.  With a transition to an independent broker/dealer in 2004, Art and Kris were able to provide true comprehensive wealth management to their loyal clients.

In 2004 Trevor started his journey in this business learning and growing within an organization in the Twin Cities.  His desire to serve clients by using best-in-class solutions and utilizing technology quickly outgrew the capabilities of this firm.  In 2008 Kris and Trevor joined forces and using their experiences from the past and willingness to learn and grow, have transformed the business into what it is today.  

The seeds of “doing the right thing” that Art planted 41 years ago remain a driving force in the experience each client has with Staples Financial.  As the firm grows, coupled with an elite broker dealer in First Allied, we will continue to provide the best advice possible to our valued clients.