Kelli Lynn Barton

Advisor at Edward Jones — Russell, KS

Updated today

Credentials

Series 66

Experience

17 years

Location

Russell, KS

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kelli Barton is a financial advisor with Edward Jones in Russell, Kansas, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Demographic focus

LGBTQIA

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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

Russell KS

Advisors at this office

1

Most active in

Kansas · Texas

Work history

17 years of industry experience

Edward Jones

2008 - Present • 18 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 multiple firms, including Landon Creek Enterprises and Randal W Krug, where she has been associated since 2010. Vonfeldt is involved in an investment-related entity associated with her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

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

Kai M

Series 66

Russell, KS

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

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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