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Karen Elliott, Financial Advisor

FINANCIAL ADVISOR
Karen S Elliott

RICP®
112 Broadway St Suite 1, West Burlington, IA 52655opens in a new window
CallSend Me a Message

Focus Areas

  • Divorce Finances
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Insurance & Annuities
  • Portfolio Reviews

About Karen

I am proud to be able to do what I love in the community I was born and raised in.

I began my Edward Jones career in 2013 as a financial advisor in Burlington, IA. During my Edward Jones career, I have served in several leadership roles including those of mentoring and female inclusion for my region.

I attended Southeast Missouri State University and graduated in 1986 with a bachelor's degree in marketing and finance. I hold my Series 7 and 66 registrations and life, health and long-term care insurance licenses. I am also licensed in multiple states.

My husband, Jeff...

Work History

  • Edward JonesMay 2013 to Current

Certifications

  • RICP®

    Retirement Income Certified Professional®

Education

  • Southeast Missouri State UnivBachelor of Science

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Animal Rescue
  • Baseball

Team Members

  • Kristi Ecklund
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(319) 752-9700

Fax

(855) 379-0262

Office Address

112 Broadway St Suite 1
West Burlington, IA 52655opens in a new window

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