user avatar

Kelli Nelson

Advisor at Edward Jones

Updated today

Location

Maryville, MO 64468

Credentials

Series 66

Industry experience

1 year

About

Kelli Nelson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Talent Groups and Queen Consulting Group, Inc. She was also employed by the International Association of Administrative Professionals for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating 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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

2412 S Main St

Maryville, MO 64468

Most active in

Missouri · Texas

Work history

Edward Jones

2024 - Present (2 years)

Talent Groups

2023 - 2024 (1 year)

Queen Consulting Group, Inc

2021 - 2023 (2 years)

Unemployed

2020 - 2021 (1 year)

International Association of Administrative Professionals (IAAP)

2014 - 2020 (6 years)

Disclosures

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

Business activities & affiliations

Chad H

Series 66

Maryville, MO

Edward Jones

Chad Hannigan is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is recognized for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities including trust services and proprietary investment products.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Scott N

Series 66

Maryville, MO

Edward Jones

Scott Nielson is a financial advisor with Edward Jones in Maryville, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked with the Rochester Catholic School System and the Northwest Missouri State University Athletic Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Inheritance planning Retired Founder/Business Owner Executive
user avatar

Dannen M

Series 66

Maryville, MO

Cetera

Dannen Merrill is a financial advisor at Cetera with a Series 66 credential and four years of industry experience. He has held roles at Cetera and its affiliates since 2021 and serves as mayor of Maryville, MO. Merrill is also involved in several local organizations, including serving as president of the Phi Sigma Kappa Epsilon Nu Alumni Association and treasurer for both the Marville Downtown Improvement Organization and The American Legion Boys State of Missouri. Cetera Investment Advisers serves a broad mix of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, deploying a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Janette P

CFP®, Series 66

Maryville, MO

Edward Jones

Janette Padgitt is a CFP® with 14 years of industry experience and has been with Edward Jones since 2011. She holds the Series 66 designation and owns an Edward Jones office in Maryville, MO. She is also an author of lab units for Cengage Learning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

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

James K

Series 63, Series 66

Maryville, MO

Edward Jones

James Kurz is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory role, Kurz serves as a board member for the Maryville School District in Maryville, Missouri. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

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

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")