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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
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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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