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Kristen Kloepping

Edward Jones

Eau Claire, WI

CRD 7833974

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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 2026-08-24
WI RA APPROVED 2026-01-30
  • TX RA
    APPROVED
    Since 2026-08-24
  • WI RA
    APPROVED
    Since 2026-01-30

Branch Locations

101 N Farwell Street Suite 201, Eau Claire, WI 54703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • 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 11/2025 Present
Edward Jones Eau Claire WI 12/2023 Present
Norwex Independent Contractor Coppell TX 04/2015 10/2025
  • 11/2025 → Present
    St Louis, MO
  • 12/2023 → Present
    Eau Claire, WI
  • 04/2015 → 10/2025
    Norwex Independent Contractor
    Coppell, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-15
  • S66 Uniform Combined State Law Examination
    2026-01-15
Other Names
  • Kristen Nicole Bergman

View on SEC IAPD

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