Kaylee Phelps, Financial Advisor located in Mankato, MN

Financial Advisor
Kaylee M Phelps

MBA, CFP®, ChFC®, CLU®
1765 Bassett Drive, Mankato, MN 56001opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Special Needs Financial Considerations
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CLU®

    Chartered Life Underwriter®

Personal Interests

  • ATVs
  • Fishing
  • Golfing
  • Traveling
  • Technology

Team Members

  • Jackie Schweim
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(507) 625-5696

Fax

(888) 287-6259

Office Address

1765 Bassett Drive
Mankato, MN 56001opens in a new window

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