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Kellie Wolking-Kaefring, Financial Advisor

FINANCIAL ADVISOR
Kellie K Wolking-Kaefring

CFP®, AAMS™
2917 Crossing Ct Suite B2, Champaign, IL 61822opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Farmers and Ranchers

About Kellie

I attended the University of Illinois where I obtained my Bachelors of Science in accounting in 2001.

After working as an accountant and in pharmaceutical sales, I realized that I have always had a desire to help people reach their financial goals. A friend suggested that I look into Edward Jones and I fell in love with the company's values. I took the steps to start my career in 2013. I feel very blessed to have made this career choice. I love working with my clients and seeing them achieve their goals. It brings a smile to my face to know...

Work History

  • Edward JonesJanuary 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of IL-Champaign/UrbanaBachelor of Science

Personal Interests

  • Animal Rescue
  • Spending Time with Family
  • Volunteering
  • Pickleball
  • Golfing

Team Members

  • Cheri Scott
    Branch Office Administrator
  • Jane Shedelbower
    Branch Office Administrator

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

(217) 352-4576

Fax

(888) 231-7260

Office Address

2917 Crossing Ct Suite B2
Champaign, IL 61822opens in a new window

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