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Carl David Thill

Advisor at OSAIC — Great Bend, KS Main Street

Updated today

Credentials

Series 63, Series 65

Experience

50 years

Location

Great Bend, KS 67530

OSAIC logo

OSAIC

Institution

Total advisors

7,830

Across 3,558 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Carl Thill is a financial advisor with OSAIC based in Great Bend, Kansas, holding Series 63 and Series 65 credentials and possessing 50 years of industry experience. He has worked with Royal Alliance Associates, Inc. since 2018 and previously with Signator Investors, Inc. from 2016 to 2018. Outside of advisory work, he is an owner involved in insurance sales and a partner in a non-investment-related business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of services such as brokerage and advisory, financial planning, retirement consulting, managed accounts, and access to third-party money managers, utilizing firm-provided tools and hosting multiple integrated platforms.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Great Bend, KS Main Street

1600 Main Street, Suite B

Great Bend KS 67530

Advisors at this office

2

Most active in

Kansas

Work history

50 years of industry experience

Royal Alliance Associates, INC.

2018 - Present • 8 years

Great Bend, KS

Signator Investors, Inc.

2016 - 2018 • 2 years

Great Bend, KS

Transamerica Financial Advisors

2009 - 2016 • 7 years

Great Bend, KS

Transamerica Financial Advisors, Inc.

1998 - 2009 • 11 years

KS

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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Patrick M

Series 66, Series 65

Great Bend, KS

GBKS LLC

Patrick Mc Ginn is a financial advisor with GBKS LLC in Great Bend, KS. He holds Series 65 and Series 66 licenses and has three years of industry experience. His prior roles include positions at Leading Edge Financial Planning, Troy Web Consulting, and several other firms. Outside of his advisory work, he has a consulting role involving business development and surgical on-call services with Central Plains Surgical Associates, LLC. GBKS LLC is a small, independent registered investment adviser serving primarily high-net-worth individuals. The firm offers discretionary portfolio management and investment advice, utilizing a combination of charting, fundamental, quantitative, and technical analysis, and includes a range of investment strategies from individual stocks to private placements and venture capital.

Options & derivatives strategies Private / alternative investments Annuities Concentrated stock management
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Austin A

Series 65

Ellinwood, KS

Widener & Asher Asset Management LLC

Austin Asher is a financial advisor at Widener & Asher Asset Management LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Widener & Asher since 2009. Widener & Asher Asset Management LLC provides financial planning and discretionary portfolio management for individuals, trusts, charitable organizations, pension plans, and other entities. The firm employs diversified portfolios using ETFs, mutual funds, stocks, bonds, and options, applying Modern Portfolio Theory and various analysis methods supported by third-party research.

Income planning Retirement income strategy
user avatar

Michael W

CFP®

Ellinwood, KS

Widener & Asher Asset Management LLC

Michael Widener is a CFP® professional with 15 years of industry experience. He has been with Widener & Asher Asset Management LLC since 2009. The firm provides financial planning and discretionary portfolio management for individuals, trusts, charitable organizations, pension plans, and other entities. Widener & Asher emphasizes diversified portfolios using ETFs, mutual funds, stocks, bonds, and options, applying Modern Portfolio Theory and a combination of fundamental, quantitative, and qualitative analysis in their investment approach.

Income planning Retirement income strategy
user avatar

Richard D

Series 66

Great Bend, KS

Private Advisor Group, LLC

Richard Doll is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at LPL Financial and Cambridge Investment Research Advisors. In addition to his advisory work, he is the owner and agent of Doll Insurance Group, LLC, an insurance agency in Ellinwood, Kansas. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model, leveraging technology and third-party managers to tailor investment solutions to client goals and risk tolerances.

Annuities Founder/Business Owner
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Robert S

Series 66

Great Bend, KS

Private Advisor Group, LLC

Robert Schwarz is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016 and is also associated with Cobler Capital Management and Schwarz Insurance Group. Outside of his investment advisory roles, Schwarz is a notary public in the state of Kansas. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm follows a fiduciary-based model, utilizing technology platforms and multiple investment strategies, often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
user avatar

Cody B

Series 66

Great Bend, KS

Independent Financial Partners

Cody Behrends is a financial advisor at Independent Financial Partners with four years of industry experience. He holds the Series 66 designation and has worked at several subsidiaries of Koch Industries prior to joining Independent Financial Partners. Outside of his advisory role, he owns Behrends Consulting LLC, which provides tax service, bookkeeping, tax preparation, and automation services to local accounting firms. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with a notable focus on formal retirement-plan advisory and pension consulting services.

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