Coldwater, MI Division Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

285 Division Street

Coldwater MI 49036

Advisors at this office

2

Advisors at this office

Grant K

Series 66

Coldwater, MI

Edward Jones

Grant Kelley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Michigan Gas, Walmart, and Waste Management. He has also been involved with Oddfellows and Rebekah Tall Oaks Camp. 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 solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive

Tracy K

CFP®, ChFC®, Series 66

Coldwater, MI

Edward Jones

Tracy Kelley is a financial advisor with Edward Jones in Coldwater, MI, holding the CFP®, ChFC®, and Series 66 credentials and bringing 19 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she serves as president of a rental property business in Burlington, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options, and managing approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies General estate planning guidance Retired Founder/Business Owner Executive
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