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Our financial advice team


Kaylee McClellan, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Kaylee McClellan

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Legacy Private Wealth Group
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Tax Planning Strategies
  • Small Business
  • Retirement Planning Strategies
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Minnesota Life and Health Insurance

Education

  • Bachelor of Business Administration, Economics, University of Minnesota

Awards & recognition

  • Legacy Private Wealth Group, Forbes Best-in-State Wealth Management Teams, 2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Rotary Club member and Foundation Chairperson - Chaska, MN, 2023-present

Bavaria Court Association Treasurer - Chaska, MN 2022-present

STRIVE Mentor, Chaska High School - Chaska, MN 2023-present

The Woman's Club of Minneapolis member - Minneapolis, MN 2023-present

Volunteer on the Festival of Trees annual gala planning committee for Auburn Homes & Services - Chaska, MN, 2022 & 2023

Interests

  • Skiing
  • Camping
  • Pilates
  • Spending time with family
  • Community participation