Kai J Muller

Advisor at Edward Jones — Russell, KS West 8th Street

Updated today

Credentials

Series 66

Experience

20 years

Location

Russell, KS 67665

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,159 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kai Muller is a financial advisor at Edward Jones with 20 years of industry experience. He has held his current position since 2010. Outside of his advisory role, he is a member of Fossil Lake Partners, LLC, a real estate venture he co-owns with his wife. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Russell, KS West 8th Street

127 West 8th Street

Russell KS 67665

Advisors at this office

2

Most active in

Kansas · Texas

Work history

20 years of industry experience

Edward Jones

2010 - Present • 16 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jake W

Series 66

Russell, KS

Edward Jones

Jake Windscheffel is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked for eleven years at Midwest Family Health of Russell, KS, where he was also a practicing pharmacist. Outside of his advisory role, he is involved in a local pharmacy business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management Inheritance planning Retired Founder/Business Owner Executive
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April V

Series 66

Russell, KS

LPL Financial

April Vonfeldt is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She has worked with several firms, including Waddell & Reed Inc and Randal W Krug, and is involved with Landon Creek Enterprises. April operates an investment-related business entity for her LPL activities in Russell, Kansas. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base with a range of financial planning and advisory services, including retirement plan consulting and model portfolio management.

College savings (529s, UTMA, etc.)

Kyla D

Series 66

Russell, KS

Edward Jones

Kyla Driscoll is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she held positions at Russell Regional Hospital, PureField Ingredients, Kansas Behavior Supports, and Farm Bureau Financial Services. Outside of her advisory work, she and her spouse operate a personal farm in Russell, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Multi-generational wealth transfer Oil & Gas Religious/faith focused

Alex L

Series 66

Russell, KS

Edward Jones

Alex Lofland is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He previously worked at UMB Bank n.a. for ten years. Outside of his financial advisory role, he has an investment interest in oil exploration with Fossil Energy LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and alternative investment options, supported by a nationwide network of over 23,000 advisors.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management Educators, Teachers, and Academics Intergenerational Families
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