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Credentials
CFP®, ChFC®, Series 66
Experience Industry experience
17 years
Location
Alma, CO
Edward Jones
Institution
Kelly Tate is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 17 years of experience in the financial services industry. She has been with Edward Jones since 2008. Outside of her advisory work, she plans to operate a short-term rental business for a second home in Alma, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.
Based on Edward Jones
$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)
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.
Alma, CO
Alma CO
Advisors at this office
1
Colorado · Kansas · Missouri · Texas
17 years of industry experience
Edward Jones
2019 - Present • 7 years
St.Louis, MO
Edward Jones
2008 - 2019 • 11 years
St. Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 63
Blue River, CO
&PARTNERS
Ryan Barber is a financial advisor with &PARTNERS, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He worked at Edward Jones for 20 years before joining &PARTNERS in 2024. Outside of advising, he is the owner of EB Dwellings LLC, a business that manages a second home rental. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, utilizing both proprietary and third-party portfolio management strategies with fundamental, technical, and quantitative analysis.
Series 66, Series 63, Series 65
Fairplay, CO
Empower Advisory Group
Constantine Kaisharis is a financial advisor with Empower Advisory Group who holds Series 63, 65, and 66 licenses and has 35 years of industry experience. He previously spent 30 years at Goldman, Sachs & Co. before joining Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.
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