Work History
Edward Jones
Edward JonesJuly 2018 to Current
FINANCIAL ADVISOR
Katie Wohlfeil
CFP®, ChFC®
3433 E Midland Rd, Bay City, MI 48706opens in a new window
Focus Areas
- Retirement Savings Strategies
- New Investors
- Portfolio Reviews
- Insurance & Annuities
- Wealth Strategies
- Intergenerational Planning
About Katie
As an Edward Jones financial advisor, it is a joy and a passion to help my clients identify and achieve their financial goals. Whether those goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we offer investment solutions tailored specifically for each individual.
At Edward Jones, we are focused on you. It's important to me to find out what's important to you so that we can develop a plan that you are comfortable with and that works for you. Once we have established that plan, we continue to...
At Edward Jones, we are focused on you. It's important to me to find out what's important to you so that we can develop a plan that you are comfortable with and that works for you. Once we have established that plan, we continue to...
Work History
Edward Jones
Edward JonesJuly 2018 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™ChFC®
Chartered Financial Consultant®
Education
Saginaw Valley State Univ
Saginaw Valley State UnivBachelor of Science
Education
Saginaw Valley State Univ
Saginaw Valley State UnivBachelor of Science
Personal Interests
- Spending Time with Family
- Baking
- Cooking
- Personal Fitness
- Crocheting/Knitting
Team Members
Dawn BadgeroSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(989) 667-0978Fax
(888) 259-2904Office Address
3433 E Midland RdBay City, MI 48706
Location
Bay CityFor 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.
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