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Jamie Nyx Lovin

Advisor at Village Wealth Advisors — Assaria, KS

Updated today

Credentials

CFP®

Experience

1 year

Location

Assaria, KS

Village Wealth Advisors logo

Village Wealth Advisors

Supported

Total advisors

4

Across 2 offices

Clients per advisor

60 High

Avg AUM per client

$1,073,449 High

HNW client ratio

41% High

About

Jamie Lovin is a CFP® professional with one year of industry experience, currently serving as an advisor at Village Wealth Advisors. Prior to this role, Lovin worked at Integrated Planning & Wealth Management, LLC, Advantage Trust Company, Bank VI, and Central National Bank. Village Wealth Advisors provides financial planning and portfolio management to individual and high-net-worth clients, managing approximately $258 million in discretionary assets across about 240 client relationships. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offering diversified allocations and educational workshops as part of its client services.

Client services

Based on Village Wealth Advisors

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Village Wealth Advisors

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies

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Fee options

Fixed

Financial planning fixed fees range from $250 to $6,000; onboarding fee of $2,500 for accounts under $500,000 (if applicable)

Percentage

$0 - $500,000: See minimum fee description $0 - $1,000,000: 1.20% annually $1,000,000 - $2,000,000: 1.00% annually $2,000,000 - $5,000,000: 0.75% annually $5,000,000+: 0.65% annually

Project-based

Hourly fee for limited planning component engagements at $250 per hour

Other

Account minimum: $500,000 Minimum fee: Onboarding fee of $2,500 for accounts under $500,000 or ongoing fixed fee of $1,500 quarterly in advance (whichever is greater) for these accounts; minimum fee may be reduced or waived at firm's discretion Fee-only: Financial planning fixed fees ranging from $250 to $6,000 depending on complexity; hourly fees $250 per hour billed in 15-minute increments; educational workshops are complimentary

Location

See office

Assaria, KS

Assaria KS

Advisors at this office

1

Most active in

California · Kansas · Texas

Work history

1 year of industry experience

Village Wealth Advisors

2026 - Present • 1 year

Westlake Village, CA

Integrated Planning & Wealth Management, LLC

2025 - 2025 • 1 year

Salina, KS

Advantage Trust Company

2017 - 2025 • 8 years

Salina, KS

Bank VI

2017 - 2017 • 1 year

Salina, KS

Central National Bank

2015 - 2017 • 2 years

Salina, 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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Philip F

CFP®, Series 66

Salina, KS

Foundation Wealth Planning

Philip Francois is a CFP® with 10 years of industry experience, currently serving at Foundation Wealth Planning in Salina, KS. He has worked at firms including Edward Jones, Next Move Inc., and Nectarine Financial, Inc. In addition to his advisory role, he teaches securities exam review courses through Kaplan North America, LLC. Foundation Wealth Planning provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm manages portfolios tailored to clients’ goals and risk tolerance using fundamental analysis and Modern Portfolio Theory, with a client-focused approach that includes values-based investing options such as Biblically Responsible Investing.

Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management Religious/faith focused
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Ronald S

Series 63, Series 65

Salina, KS

Chief Advisors Corp

Ronald Smith is a financial advisor at Chief Advisors Corp with 46 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. and OSAIC. Outside of advising, he is involved in fixed insurance sales through Smith Insurance Services. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm operates with a small team across multiple offices, managing portfolios with discretionary authority using fundamental, technical, and behavioral analysis.

General retirement planning
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Bradley V

Series 66

Salina, KS

Pathway Financial Solutions, Inc.

Bradley Veenendaal is a financial advisor at Pathway Financial Solutions, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs and OFG Financial Services, Inc. Prior to joining Pathway, he spent six years at Goldman Sachs. Pathway Financial Solutions, Inc. primarily serves pension and profit-sharing plans, corporations, trusts, charitable organizations, and other business entities. The firm focuses on diversified, fund-based strategic asset allocation and provides both discretionary and non-discretionary portfolio management services, with an emphasis on retirement planning and institutional clients.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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Miller B

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Miller Barnett is a financial advisor at United Capital Management of Kansas, Inc. with one year of industry experience. He holds a Series 65 designation and has worked in a variety of roles including positions at Office Depot, UT Chattanooga, and Barnett Farms. United Capital Management of Kansas serves individuals, trusts, estates, corporations, and retirement plans with a team-based approach. The firm offers financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management, employing an active, research-driven strategy utilizing equities, fixed income, ETFs, and alternative exposures.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Christopher T

Series 66

Salina, KS

United Capital Management Of Kansas, Inc.

Christopher Tripe is a financial advisor at United Capital Management of Kansas, Inc. in Salina, KS, with 14 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. for five years before joining his current firm in 2016. Outside of his advisory work, he serves as Vice President of the Alma Chamber of Commerce and is involved with Alma Development Corp, which promotes businesses relocating to Alma, Nebraska. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans, in addition to managing pooled vehicles. The firm employs an active, research-driven investment approach, constructing diversified portfolios that include equities, fixed income, ETFs, and alternative exposures.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Jonathan W

Series 63, Series 66

Salina, KS

Pathway Financial Solutions, Inc.

Jonathan Webb is a financial advisor with Pathway Financial Solutions, Inc. in Salina, KS, holding Series 63 and Series 66 designations and 33 years of industry experience. Before joining Pathway Financial Solutions and Purshe Kaplan Sterling Investments, he spent 34 years at OFG Financial Services, Inc. He serves as treasurer on the Sacred Heart High School Foundation committee and participates in the finance committee for St. Mary’s Parish. Pathway Financial Solutions provides financial planning, consulting, and investment management primarily for pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm emphasizes diversified, fund-based strategic asset allocation with a focus on long-term, income-oriented strategies and serves mainly institutional and plan-sponsor clients.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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