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CFP

Kellie Wolking-Kaefring

Edward Jones
13 Years of Experience
Champaign, IL
1 DisclosureBroker
View SEC Summary
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Kellie Wolking-Kaefring is a CFP-designated registered investment advisor at Edward Jones, based in Champaign, IL, with 13 years of industry experience. Kellie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2917 Crossing Ct Suite B2, Champaign, IL, 61822

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History

Regulatory History (1)
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Criminal
October 1992
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kellie's spouse operates Kaefrings Park View Knoll Angus Farm, an Angus cattle farm in Tipton, IA. Kellie invested in half ownership of two head of cattle and spends minimal time on this activity.

Employment History
Current Registrations
Edward Jones
May 2013 - Present · 13 yrs 5 mos
Edward JonesBroker
April 2013 - Present · 13 yrs 6 mos
State Registrations39 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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