Minneapolis, MN commercial litigation attorney Jesse Kibort talks about his work defending financial advisors. It is typically during market downturns that customers express dissatisfaction with the returns they have received from their financial advisors. Complaints are seldom raised when the market is performing well and clients are earning profits; instead, they tend to surface when the market declines, leading clients to review their statements and question their investment decisions.

The firm excels in thoroughly reviewing all statements, risk tolerances, and client files to ensure that financial advisors have acted in accordance with established protocols. They verify that clients understand their risk tolerance and the investments they have selected. The firm provides a robust defense for financial advisors, ensuring their protection as well as that of the broker-dealers, who are often involved in some form of FINRA arbitration alongside the advisors.