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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Clodfelder is a financial advisor at Edward Jones, with over 20 years of experience in the industry. Kristopher has a strong track record of success in helping clients achieve their financial goals. Kristopher holds a Series 6, 7TO, 63, 65, and 66 licenses. In addition to providing investment advice, Kristopher is also a Registered Representative for the firm. He holds several licenses and registrations allowing him to provide financial advice in many states. Kristopher's clients include individuals, families, businesses, and institutions. Kristopher is committed to providing his clients with personalized financial advice and services that meet their unique needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IL
02/22/2024 - Present
Edward Jones (CHAMPAIGN IL)
IL
08/08/2001 - 10/25/2023
COUNTRY CAPITAL MANAGEMENT COMPANY (TUSCOLA IL)
BOTH
Issued 12/09/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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