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portrait of Kathleen Brandt
FINANCIAL ADVISOR

Kathleen Brandt

CFP®
100 E. Gay Street, Warrensburg, MO 64093opens in a new window
CallSend Me a Message

About Kathleen

I believe selecting a financial advisor is an incredibly important decision. That’s why I offer a complimentary consultation to explain my process and answer any questions you may have. I take pride in getting to know my clients' unique goals and aspirations. It is with that understanding that I am able to make personalized recommendations. I help clients with questions, such as:

- Am I saving enough for retirement?
- Am I ready/able to retire now?
- How do I manage my income stream during retirement to help ensure my money
lasts?
- How do I protect my loved ones in the event of...

Focus Areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Military Professionals & Veterans

Work History

  • Edward JonesJuly 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Missouri-ColumbiaMasters
  • Univ of Missouri-ColumbiaBachelor of Science

Team Members

  • Amy Pierce
    Registered Branch Associate

Send Me a Message

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Office Information

Hours

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

Phone

(660) 747-6128

Fax

(888) 401-7865

Office Address

100 E. Gay Street
Warrensburg, MO 64093opens in a new window

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