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Advisors / Michigan / Livonia
14yrs

Daniel Kelterborn

Financial advisor at Edward Jones

Daniel Kelterborn has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Livonia, Michigan. Daniel joined Edward Jones in 2012, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.

One of 110 advisors with offices in Livonia, and one of 96 fiduciaries.

Livonia, MI 48152Fiduciary advisor
Call the officeDirections

At a glance

Experience14 years (since 2012)
How that compares ?More experience than 64% of advisors at Edward Jones
Office37699 6 Mile Road Suite 270, Livonia, MI 48152
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states

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.

Series 66Uniform Combined State Law Examination

Career

  1. 2012 – now
    Edward JonesCurrent firm

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Daniel

How do I contact Daniel?

Call Daniel’s local office at (734) 506-1262 or the Edward Jones main office at (314) 515-2000, and ask for Daniel Kelterborn.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2012, about 14 years. More experience than 64% of advisors at Edward Jones.

What licenses does Daniel hold?

Series 66. Tap any license on this page to see what it allows.

Is Daniel a fiduciary?

Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Daniel paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Daniel for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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