portrait of Kris Kumlien

About Kris

My pursuit of a career in finance began with my education at Montana State University, graduating in 2006 with highest honors and two bachelor's degrees in finance and economics. Post college, I was recruited to Wall Street to work in investment banking, before being swayed to help recover my family’s old business that had fallen into disrepair. After a successful turnaround and subsequent sale of the business, I was provided the opportunity to pursue my original field of study in finance with Edward Jones. I've spent the better part of the last decade building relationships and stewarding the assets of...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesNovember 2012 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Montana State Univ-BozemanBachelor of Science
  • Montana State Univ-BozemanBachelors

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Fishing
  • Hunting
  • Community Outreach

Team Members

  • Norma Bryan
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More