Staci Kaltenbach
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Byron, MN 55920
Credentials
CFP®, ChFC®, Series 66
Industry experience
16 years
Expertise
Retirement income strategy
General estate planning guidance
Retirement withdrawal strategies
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Work history
Edward Jones
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Jeremy B
Series 66
Rochester, MN
Edward Jones
Parker H
Series 66
Rochester, MN
Merrill
Parker Helder is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop tailored strategies to pursue their short-, mid-, and long-term goals. His services include guidance on general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists covering banking, credit, home financing, and small business solutions. Parker holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Saint Thomas. His approach emphasizes ongoing collaboration with clients to address their evolving financial concerns and objectives.
Addison S
Series 66
Rochester, MN
Edward Jones
Jacob K
Series 66
Rochester, MN
Edward Jones
Todd S
Series 66
Rochester, MN
Edward Jones
Brenden K
Series 66
Stewartville, MN
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")