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portrait of Clifton Kalafatich
FINANCIAL ADVISOR

Clifton Kalafatich

CFP®, ChFC®, CEPA®, AAMS™, AFFP®
16 North Taft St, Humboldt, IA 50548opens in a new window
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About Clifton

Providing clients with the best experience possible is the top priority of my Edward Jones branch team. With over two decades of experience helping clients work toward their financial goals, we have developed an established process that focuses on your personal goals and allows us to partner with you through your lifetime and generations to come.

I began with Edward Jones in early 2009 and became a limited partner in 2015. In 2023, I was named an Edward Jones principal, serving as regional leader for more than 55 branches in northwest Iowa. I currently hold the CFP®, ChFC®, CEPA® and AAMS™...

Work History

  • Edward JonesFebruary 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • AFFP®

    AFFPUSA

Education

  • Missouri Uni of Science & TechBachelor of Engineering

Team Members

  • Laurie Nielsen
    Sr. Branch Office Administrator
    FPQP®
  • Claire Naeve
    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

Phone

(515) 332-2434

Fax

(877) 479-7183

Office Address

16 North Taft St
Humboldt, IA 50548opens in a new window

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