Gage Kennedy
Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wichita, KS 67202
Credentials
CFP®, Series 66
Industry experience
2 years
Gage Kennedy is a CFP® professional with two years of industry experience, currently affiliated with Raymond James Financial in Wichita, KS. He has held roles at Aristata Financial and Mid American Credit Union, among others. Kennedy also assists at Aristata Financial, supporting client relations and marketing efforts. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation and firm research to tailor recommendations.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
310 W Central, Suite 121
Wichita, KS 67202
Kansas
Raymond James Financial
2024 - Present (2 years)
Aristata Financial
2023 - Present (3 years)
Raymond James Financial Services, Inc.
2023 - Present (3 years)
Kansas State University
2023 - 2025 (2 years)
Mid American Credit Union
2021 - 2023 (2 years)
Wichita State University
2020 - 2022 (2 years)
Hay Lawn Care
2020 - 2021 (1 year)
Bethany College
2019 - 2020 (1 year)
Bethany College
2018 - 2020 (2 years)
Maize High School
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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