portrait of Chelsey A Schroeder
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Chelsey

About me
In 2016, I started my rewarding career with Edward Jones as a financial advisor. Coming from a banking background, I always knew helping families achieve their financial goals was a passion of mine. I hold a Bachelor of Science degree in business management, which helps in running an efficient and successful branch office. I wanted to further my education even more so I earned the Accredited Asset Management Specialist™ professional designation.

My husband, Bryan, and I are originally from Minnesota where we learned our family values and hard work ethic. We understand that great things come from hard work,...

Focus Areas

  • Wealth Strategies
  • Special Needs Financial Considerations
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Real Estate and Construction
  • Sustainable investing

Work History

  • Edward JonesJanuary 2016 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Cardinal Stritch UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Camping
  • Hiking
  • Community Outreach
  • Real Estate

Team Members

  • Courtney Pendergraft
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 03:30PM
Tue 08:00AM - 03:30PM
Wed 08:00AM - 03:30PM
Thu 08:00AM - 03:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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