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Jarod Tibbetts

Advisor at Guardian Life — Kansas City, MO

Updated today

Credentials

Series 63, Series 65

Experience

19 years

Location

Kansas City, MO

Guardian Life logo

Guardian Life

Enterprise

Total advisors

1,908

Across 511 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Jarod Tibbetts is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Cambridge Investment Research, and Country Insurance & Financial Services. Outside of his advisory work, he owns and operates a property casualty insurance brokerage under Goosehead Insurance. Primerica Advisors serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting discretionary and non-discretionary accounts with various investment vehicles and lending solutions.

Client services

Based on Guardian Life

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

Expertise

Based on Guardian Life

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments

Occupation focus

Based on Guardian Life

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)

Commissions

Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.

Project-based

Hourly fees for financial planning and consulting generally $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.

Other

Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.

Location

See office

Kansas City, MO

Kansas City MO

Advisors at this office

1

Most active in

Missouri

Work history

19 years of industry experience

Park Avenue Securities

2024 - Present • 2 years

Kansas City, MO

Guardian Life Insurance Company

2024 - Present • 2 years

Kansas City, MO

Park Avenue Securities

2024 - Present • 2 years

Overland Park, KS

Guardian Life Insurance Company

2024 - Present • 2 years

Overland Park, KS

Cambridge Investment Research, Inc.

2023 - 2023 • 1 year

Fairfield, IA

Tibbetts Financial Inc

2022 - 2024 • 2 years

Parkville, MO

Country Insurance & Financial Services

2004 - 2022 • 18 years

Kansas City, MO

Disclosures

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

Business activities & affiliations

Scott S

CFP®, JD

Leawood, KS

Oread Wealth Partners

Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients align their finances with what’s most important in their lives. Whether it be tax planning, identifying & reducing risks to your wealth, cash flow planning, estate planning or investing, Scott provides value to clients encompassing a variety of financial planning areas. Oread Wealth Partners is a fiduciary financial planning and wealth management firm serving physicians and business owners nationwide, helping them navigate financial decisions & prepare for the retirement they want.

Business ownership considerations General tax planning Cash flow / budgeting Business sale tax planning General retirement planning Founder/Business Owner Doctor or Medical Professional Retired Approaching retirement Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Christopher K

Series 65, Series 66

Overland Park, KS

Rpr Financial

Christopher Knowles is a financial advisor at RPR Financial in Overland Park, KS, holding Series 65 and Series 66 licenses with four years of industry experience. He has worked at RPR Financial since 2018 and previously held roles at Knowmoore LLC, Barber Financial Group, Edward Jones, and is involved with Underdog Wine Co. Since 2023, he has also served as Director of Ways and Means for the Santa Fe Trail Blazers. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and offers a range of services including discretionary portfolio management, model asset allocation strategies, and financial planning, supported by an affiliation with an in-house CPA practice.

Concentrated stock management Options & derivatives strategies Executive Founder/Business Owner
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Andrew H

CFP®, Series 66

Overland Park, KS

OSAIC

Andrew Hadel is a CFP® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. for 15 years and spent a year with LPL Financial. He also operates Hadel Financial, providing services related to life insurance and business continuation strategies. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party resources to manage portfolios across a range of investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Amy W

CFP®, Series 66

Overland Park, KS

Prairie Ridge Asset Management, LLC

Amy White is a CFP® and holds a Series 66 license, with 27 years of experience in the financial services industry. She has worked at Cambridge Investment Research, Inc. and Steffes Financial, Ltd. before founding Prairie Ridge Asset Management, LLC in 2017. Amy operates as the sole advisor at Prairie Ridge, based in Overland Park, KS. Prairie Ridge Asset Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a modern portfolio theory-based investment approach focused on global diversification and fundamental analysis, and is notable for its pension consulting and retirement-plan advisory offerings.

Business succession planning
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Michael H

Series 63, Series 66

Overland Park, KS

Penn Wealth Management

Michael Hazell is a financial advisor at Penn Wealth Management in Lenexa, KS, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has led Penn Wealth Management since 2008. In addition to his advisory role, he operates Penn Wealth Publishing, producing investment-related articles for a subscribing audience. Penn Wealth Management is an independent, fee-only advisory firm serving individuals, trusts, and small businesses with discretionary investment management and comprehensive financial planning. The firm employs a strategic asset-allocation, core/satellite investment approach and manages approximately $15 million across various account types.

College savings (529s, UTMA, etc.) General tax planning Active portfolio management Union Employee
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John C

CFP®, CFA®

Leawood, KS

Wolf Bay Wealth Partners

John Clark is a CFP® and CFA® with two years of experience as a financial advisor at Wolf Bay Wealth Partners. He is also an Associate Professor of Finance at the University of Missouri - Kansas City, where he has taught since 2009 and serves as a faculty supervisor for the university’s Student Fund. Wolf Bay Wealth Partners is an independent firm offering investment management, financial planning, and educational seminars to a diverse client base including institutions, nonprofits, corporations, and individuals. The firm uses both passive and active strategies, applying analytical methods such as fundamental and technical analysis, factor modeling, and modern portfolio theory to design client-specific investment policies.

Business ownership considerations Tax strategies for small businesses Retirement withdrawal strategies College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner
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