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Kellie Kathryn Wolking-Kaefring

Edward Jones

Champaign, IL

CRD 6151793

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-17
IL RA APPROVED 2013-05-30
  • TX RA
    APPROVED_RES
    Since 2019-01-17
  • IL RA
    APPROVED
    Since 2013-05-30

Branch Locations

2917 Crossing Ct Suite B2, Champaign, IL 61822 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 01/2013 Present
Other Businesses

Kaefrings Park View Knoll Angus Farm Type of business: Angus Cattle Farm Tipton, IA Start date: 1/15/2024 spouse to farmer Hours per week: 1 Hours during trading: 0 Invested in half ownership of 10 head of cattle. The plan is to use the meat yearly and to get calves so that we can sell them.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-29
  • S66 Uniform Combined State Law Examination
    2013-05-29
Designations
  • Certified Financial Planner
Other Names
  • Kellie Kathryn Wolking
  • Kellie Kathryn Biller
  • Kellie Kathryn Wolking-Kaefring
  • Kellie Kathryn Kaefring

View on SEC IAPD

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