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Kerri L Spielman - Financial Advisor in Clay Center, KS

Kerri L Spielman

Financial Advisor

5.0
(2)
I began my career with Edward Jones in 2016. My brother, who established the Edward Jones branch in Clay Center, recruited me to come work with him. I credit my brother, who passed in 2016, for giving me the opportunity to pursue my passion...... Show More
Location & Business Hours
Business Hours
Thu
8:30 AM to 4:30 PM
Fri
8:30 AM to 3:30 PM
Sat
closed
Overall Ratings
5.0
(2)
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Reviews from Web
  • 5.0
    google
    S
    Sandra H
    Posted on May 13th, 2022 12:00 AM
    Very helpful and genuine!
  • 5.0
    google
    A
    Allen S
    Posted on May 13th, 2021 12:00 AM
    Kerri always goes above and beyond to make sure all our trades have the least tax consequences. I really appreciate that.
  • 2 of 2
    About
    I began my career with Edward Jones in 2016. My brother, who established the Edward Jones branch in Clay Center, recruited me to come work with him. I credit my brother, who passed in 2016, for giving me the opportunity to pursue my passion in life; to help others, by mentoring and improving their lives through financial solutions. I serve as a partner and mentor to my clients, dedicated to helping them through investment decisions and life events, to have confidence in their future. My passion to improve the lives of families and businesses in my community has made this more than a job to me. Working for Edward Jones provides me with the opportunity to fulfill my passion and fully serve families and businesses the way they deserve.As an Edward Jones financial advisor, I believe that it is important to take the time to understand your financial needs and goals. Understanding who you are is the foundation of developing goal-based solutions specific to you. The Edward Jones established process enables me to customize a strategy to meet your financial goals within your risk tolerance.Basking in the evolution of life, my family is my center. I love spending time with my four sons – one just married, one just became a father (Yes! I am a grandma!), one just began college and the youngest is in high school – still competitive, working on restoring a Trans AM and helping out with a menagerie of pets. Clearly, each of my family is in a different stage of life. They remind me why our client-centered solutions are key to meeting individual financial goals. Together, we can make a difference. I am here and dedicated to helping you meet your goals.
    Specialities
    Wealth Strategies
    Charitable Giving
    Intergenerational Planning
    Estate & Legacy Strategies
    Insurance & Annuities
    Business Retirement Plans
    55
    /850
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    FAQs
    Here are some Frequently Asked Questions about Kerri L Spielman
    What organization is Kerri L Spielman associated with?
    Kerri L Spielman is associated with Edward Jones.
    What is Kerri L Spielman’s work email address?
    Kerri L Spielman’s professional email address is k************n@e**********.com. You can also email Kerri L Spielman by clicking on the contact Kerri L Spielman.
    Where is Kerri L Spielman based out of?
    Kerri L Spielman’s primary location is Clay Center, KS.
    What is Kerri L Spielman's phone number?
    Kerri L Spielman's phone number is (785) 632-6811
    What is Kerri L Spielman's title??
    Kerri L Spielman is a Financial Advisor.