Andrew W Leonard

Advisor at Edward Jones — Sabetha, KS

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Sabetha, KS 66534

Edward Jones logo

Edward Jones

Institution

Total advisors

24,179

Across 14,133 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Andrew Leonard is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at The Trust Company and has a varied background including roles outside finance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Sabetha, KS

827 Main Street

Sabetha KS 66534

Advisors at this office

3

Most active in

Kansas

Work history

< 1 year of industry experience

Edward Jones

2026 - Present • 1 year

St Louis, MO

The Trust Company

2024 - 2026 • 2 years

Manhattan, KS

Pizza Hut

2021 - 2024 • 3 years

Manhattan, KS

McKinley Masonry

2020 - 2022 • 2 years

Seneca, KS

Saints Peter and Paul Catholic Church

2017 - 2020 • 3 years

Seneca, KS

Unemployed - Full Time Student (High School)

2015 - 2018 • 3 years

Seneca, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Carl M

Series 63, Series 65

Hiawatha, KS

One Capital Management, LLC

Carl Mueller is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Nations Financial Group, Inc for 18 years before joining One Capital Management in 2021. Outside of his advisory role, he is involved in insurance sales through Target Insurance Services. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, and retirement plan solutions, employing a macroeconomic and fundamental research-based investment process that integrates active management with ETFs and diversified fixed income.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Real estate investing Cross-border / expatriate tax planning
user avatar

Dane B

Series 65

Seneca, KS

AE Wealth Management, LLC

Dane Brinker is a Series 65-licensed financial advisor with AE Wealth Management, LLC, where he has worked since 2015. He has four years of industry experience. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, using a platform-centered approach that combines internally managed and third-party models.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
user avatar

Amber B

CFP®, Series 66

Sabetha, KS

Independent Financial Partners

Amber Bletscher is a CFP® with eight years of industry experience, currently serving as a financial advisor at Independent Financial Partners since 2019. Her prior roles include positions at National Securities and Painter and Johnson Financial. Outside of advising, she teaches educational classes in her community, serves as treasurer and board member of the USD 113 Foundation, and works as a substitute teacher for the USD 113 School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model allowing customized investment strategies and offers specialized retirement-plan consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Ethan R

Series 65

Seneca, KS

Creative Planning

Ethan Rethman is a financial advisor at Creative Planning with a Series 65 designation and 10 years of industry experience. He worked at Invisor Financial LLC for 10 years before joining Creative Planning in 2026. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through more than 1,100 advisors.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired

Darin D

Series 63, Series 66

Falls City, NE

Edward Jones

Darin Davis is a financial advisor with Edward Jones, holding Series 63 and Series 66 registrations and possessing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as president of the Falls City Chamber of Commerce, participating in executive decisions for the organization. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

General retirement planning Retired Founder/Business Owner Executive
user avatar

Steven S

Series 63, Series 66

Sabetha, KS

Thrivent Investment Management

Steven Stoller is a financial advisor with Thrivent Investment Management in Sabetha, Kansas, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he manages a rental property that includes his office space and additional commercial tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and holistic planning across various financial topics. The firm offers planning separately from managed account services and does not provide portfolio management or institutional advisory mandates.

Business ownership considerations
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