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portrait of Kelly Schmidt
FINANCIAL ADVISOR

Kelly Schmidt

CFP®
108 Magnolia Drive Suite C, Glen Carbon, IL 62034opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Kelly

As the holder of a Certified Financial Planner® certification, I am deeply committed to helping individuals, families, retirees and business owners build wealth, live generously and leave a meaningful legacy. The first step to preparing for retirement is understanding where you are today and where you want to be. Only then can we develop a tailored strategy to help you achieve your long-term goals.

At Edward Jones, my team and I provide personalized guidance, education and ongoing support. The resources, tools and support provided by Edward Jones empower us to guide you effectively at every stage of your financial journey.

When working...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Domestic Partner Finances
  • Wealth Strategies

Work History

  • Edward JonesJanuary 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Southern IL Univ EdwardsvilleBachelor of Science

Personal Interests

  • Spending Time with Family
  • Football
  • Wine Collecting/Enthusiast
  • Traveling
  • History and Museums

Team Members

  • Kristen Steinman
    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

(618) 692-9904

Fax

(800) 380-5217

Office Address

108 Magnolia Drive Suite C
Glen Carbon, IL 62034opens in a new window

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