State Farm Investment Management
28yrs
Top 3% by experience at State Farm Investment Management
33yrs
Kelli Sue Phifer
Financial advisor at Edward Jones
At a glance
Experience33 years (since 1993)
How that compares ?Top 3% by experience at Edward Jones
Office1555 Mason Street, Wheatland, WY 82201
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- Jul 2026 – nowEdward JonesCurrent firm
- 2017 – 2026LPL Financial LLCPreviously
- Aug 2017 – Nov 2017Investment Centers of America, Inc.Previously
Questions to ask Kelli
Tailored to Kelli’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kelli
How do I contact Kelli?
Call Edward Jones at 314-515-2000 and ask for Kelli Sue Phifer. Kelli works from the Wheatland, WY office.
How long has Kelli been a financial advisor?
Kelli has been in the industry since 1993, about 33 years. Top 3% by experience at Edward Jones.
What licenses does Kelli hold?
Series 63. Tap any license on this page to see what it allows.
Is Kelli a fiduciary?
Kelli is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Kelli paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Kelli for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.