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Anthony James Gagnon

Advisor at Cetera — Manhatton, KS

Updated today

Credentials

Series 65, Series 63

Experience

6 years

Location

Manhatton, KS 66502

Cetera logo

Cetera

Institution

Total advisors

10,182

Across 5,098 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Anthony Gagnon is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and six years of industry experience. He is also a member of New Prosperity Group LLC, which oversees his advisory and insurance business formerly conducted under HGH Wealth Management LLC. In addition, he assists with tax, bookkeeping, and business advisory services at the CPA firm Pottberg, Gassman & Hoffman Chartered. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that supports various program structures, discretionary and non-discretionary portfolio management, and access to both affiliated and unaffiliated third-party managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Manhatton, KS

529 Humboldt, Suite I

Manhatton KS 66502

Advisors at this office

1

Most active in

Kansas

Work history

6 years of industry experience

Cetera Wealth Services, LLC

2025 - Present • 1 year

El Segundo, CA

Cetera

2025 - Present • 1 year

Schaumburg, IL

New Prosperity Group LLC

2022 - Present • 4 years

Manhattan, KS

HGH Wealth Management LLC

2021 - Present • 5 years

Manhattan, KS

Avantax Investment Services, Inc.

2020 - 2025 • 5 years

Manhattan, KS

Avantax Advisory Services

2020 - 2025 • 5 years

Manhattan, KS

Pottberg, Gassman & Hoffman Chartered

2017 - Present • 9 years

Manhattan, KS

ISD LLC

2009 - 2021 • 12 years

Lenexa, KS

Gagnon Partners, LP

1995 - Present • 31 years

Manhattan, 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

Seth G

Series 65

Manhattan, KS

SGA Wealth Advisors LLC

Seth Gordon is a Series 65-licensed advisor at SGA Wealth Advisors LLC in Manhattan, KS, with 13 years of experience at Sink Gordon Accountants & Advisors. He operates as the sole advisor at SGA Wealth Advisors, an independent firm. SGA Wealth Advisors provides advisory services to individuals, high-net-worth families, trusts, foundations, retirement plan sponsors, and closely held businesses. The firm offers comprehensive wealth management programs and financial planning, often working as a co-advisor with Pinnacle Advisors for active portfolio management and utilizes a collaborative approach integrating accounting and trust services.

Equity compensation tax strategy Tax-loss harvesting Charitable giving & philanthropy Business exit / sale strategy Business ownership considerations Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Thomas H

Series 66

Manhattan, KS

KONZA Capital Advisors

Thomas Hintz is a financial advisor with KONZA Capital Advisors in Manhattan, KS, holding a Series 66 designation and 23 years of industry experience. He has been a partner at Varney & Associates CPA's since 1977, where he provides investment advice incidental to tax and accounting services. Konza Capital Advisors is a fee-only firm owned and operated by Hintz that offers discretionary portfolio management and financial advice to individuals, trusts, and IRAs. The firm manages approximately $16 million in client assets and primarily uses low-cost mutual funds and ETFs to implement client-directed allocations.

Wealth management Passive / index investing
user avatar

Michael H

Series 66, Series 63

Manhattan, KS

Heartland Wealth Strategies LLC

Michael Hammersmith is a financial advisor with Heartland Wealth Strategies LLC in Manhattan, KS. He holds Series 66 and Series 63 licenses and has 18 years of industry experience. Prior to founding Heartland Wealth Strategies in 2018, he worked at Central Financial Services and Ameritas Investment Corp. Outside of advising, he is a partner in a retail liquor store and a fitness business in Maple Hill, KS. Heartland Wealth Strategies is an independent, single-advisor registered investment adviser managing approximately $59 million for about 174 clients. The firm provides personalized investment management to individuals and various institutions, focusing on risk-oriented asset allocation, risk management, and a mix of long-term and short-term investment strategies.

Wealth management
user avatar

Randy S

Series 65

Manhattan, KS

Abundance Wealth Management

Randy Stitt is the principal of Abundance Wealth Management in Manhattan, KS. He holds a Series 65 credential and has experience in academia and commercial banking, having worked at Kansas State University and Community First National Bank since the early 2000s. Stitt founded Abundance Wealth Management in 2026 and currently serves as its sole advisor. Abundance Wealth Management offers investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm’s approach integrates fundamental analysis and Modern Portfolio Theory, utilizing both passive and active investment vehicles, with options for socially conscious portfolios tailored to client goals and risk tolerance.

Wealth management Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Stuart H

CFP®

Manhattan, KS

No Coast Financial Group

Stuart Heckman is a CFP® with 10 years of industry experience, currently serving as the principal of No Coast Financial Group. He has held positions at Garrett Investment Advisors, CGN Advisors, and runs Heckman Research Consulting, LLC. He is also an Associate Professor of Practice at Texas Tech University. No Coast Financial Group is a fee-only independent advisory firm that serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans. The firm follows asset-allocation principles based on Modern Portfolio Theory and fundamental analysis, offering tailored investment management and financial planning services with discretionary management and periodic reporting.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Derek L

CFP®, Series 63

Manhattan, KS

Priority Financial Partners

Derek Lawson is a CFP® with nine years of experience at Priority Financial Partners in Manhattan, KS. He has held academic positions at Kansas State University since 2015, currently serving as an assistant professor teaching CFP Board Core Content classes and conducting research. Prior to his current role, he also worked at Texas Tech University. Priority Financial Partners is a small advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm employs a passive, asset-class-based investment approach, focusing on diversified, cost-efficient portfolios tailored to client risk profiles.

College savings (529s, UTMA, etc.) Cash flow / budgeting General estate planning guidance General retirement planning General tax planning
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