Brandon Frazier

Advisor at Edward Jones

Updated today

Location

Mulvane, KS 67110-1765

Credentials

Series 66

Industry experience

8 years

About

Brandon Frazier is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Wurth Service Supply from 2012 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

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

200 W Main St

Mulvane, KS 67110-1765

Most active in

Kansas · Texas

Work history

Edward Jones

2017 - Present (9 years)

Wurth Service Supply

2012 - 2017 (5 years)

Disclosures

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

Business activities & affiliations

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Michael S

Series 63, Series 66

Rose Hill, KS

Tower Financial Strategies Corp.

Michael Snow is a financial advisor with Tower Financial Strategies Corp. in Rose Hill, Kansas, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Textron Aviation, Mountain Aviation, Eagle Strategies LLC, and New York Life Insurance Company. Outside of his advisory work, Snow serves as a board member for the Augusta Municipal Airport and volunteers with the Tower Aviation Institute, an aviation education organization. Tower Financial Strategies Corp. provides financial planning and investment advisory services to individuals, charitable organizations, and business entities, typically delivering one-time financial plans and referring clients to third-party investment managers. The firm also advises on and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, operating primarily through non-discretionary client relationships and emphasizing due diligence of third-party managers.

Options & derivatives strategies Annuities
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Jeremy R

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Haysville, KS

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Jeremy Rowley is a financial advisor at Summit Wealth LLC in Haysville, Kansas, holding a Series 65 designation with one year of industry experience. He also serves as a tax advisor for SR Accounting Service Inc., where he has worked since 2013. Summit Wealth LLC provides ongoing portfolio management and financial planning services primarily for individual clients, utilizing multiple analysis methods and emphasizing long-term trading with customized model allocations. The firm prepares Investment Policy Statements for clients and offers both discretionary and non-discretionary management, with accounts reviewed at least quarterly.

Passive / index investing General retirement planning
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Gary M

Series 63

Mulvane, KS

Gary M. Martinez

Gary Martinez is the sole advisor at Gary M. Martinez, an independent firm based in Mulvane, KS. He holds a Series 63 designation and has 33 years of industry experience, having operated his firm since 1992. The firm primarily serves individual clients and also advises trusts, estates, pension and profit-sharing plans, and corporate accounts. It manages approximately $26.2 million across 88 client relationships, providing discretionary portfolio management and financial planning services that include retirement, education funding, estate, risk-management, and tax planning. The investment approach relies on fundamental research and typically involves individual securities, ETFs, and mutual funds, with a preference for long-term holdings alongside occasional shorter-term trading strategies.

Life insurance needs analysis Long-term care insurance Annuities General retirement planning
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Michael E

Series 66

Derby, KS

Madison Avenue Securities, LLC

Michael Erwin is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 credential and eight years of industry experience. Prior to joining Madison Avenue Securities in 2020, he worked at Edward Jones from 2017 to 2020 and served in the Kansas Army National Guard for 19 years. He is a member of the board of directors for the Museum of Kansas National Guard. Madison Avenue Securities provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a network of investment adviser representatives.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Yezmin T

Series 65

Derby, KS

Plancorp, LLC

Yezmin Thomas is a financial advisor at Plancorp, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Cambridge Investment Research Advisors and Entravision Communications. In addition to her advisory role, she operates Yezmin Thomas Media, LLC, a small business selling stationery and journals. Plancorp serves individuals and families, business owners, retirement plan sponsors, nonprofits, and institutional clients with fee-only wealth and investment management and comprehensive financial planning. The firm employs a committee-driven investment process based on Modern Portfolio Theory and holds CEFEX certification for fiduciary practices.

Tax-loss harvesting Business exit / sale strategy Founder/Business Owner Executive
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William P

Series 63, Series 66

Derby, KS

Empower Advisory Group

William Peterson is a financial advisor at Empower Advisory Group in Derby, KS, holding Series 63 and Series 66 credentials with eight years of industry experience. His prior roles include positions at GWFS Equities, Inc., Ivy Distributors, Inc., and Waddell & Reed, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates, with a large client base supported by a substantial advisor team.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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