portrait of Kaylee M Phelps
FINANCIAL ADVISOR
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About Kaylee

Ever since I was a little girl, I knew I wanted a profession where I could make a positive impact in the lives of individuals. I spent the first years of my working life in the corporate world, and thoroughly enjoyed my responsibilities and job duties, however, there was something missing. The missing piece was developing life-long, meaningful relationships with individuals. As a result of building these relationships, I am honored to be named in the 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State ranking.*

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Special Needs Financial Considerations
  • Wealth Strategies

Work History

  • Edward JonesMarch 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CLU®

    Chartered Life Underwriter®

Education

  • Minnesota State Univ,MankatoMaster of Business Admin
  • Minnesota State Univ,MankatoBachelors

Personal Interests

  • ATVs
  • Fishing
  • Golfing
  • Traveling
  • Technology

Team Members

  • Jackie Schweim
    Sr. Branch Office Administrator
  • Carol Hoffman
    Branch Assistant

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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