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Jarrod Jansen

Advisor at Osaic Advisory Services, LLC

Updated today

Location

Wichita, KS 67205

Credentials

CFP®, Series 66

Industry experience

4 years

About

Jarrod Jansen is a CFP® with three years of industry experience, currently serving as an advisor at Osaic Advisory Services, LLC. His prior experience includes roles at Securities America, Inc., Heritage Private Wealth Management, LLC, and Ranson Financial Group, LLC. In addition to his advisory work, he is a notary public who provides document notarization services at no charge. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, retirement plans, and institutional entities, and offers a range of advisory services such as managed account programs, financial planning, retirement plan consulting, and lending solutions.

Client services

Based on Osaic Advisory Services, LLC

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

Expertise

Based on Osaic Advisory Services, LLC

Annuities

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth clients

Percentage

$0+: Negotiable, maximum up to 2.50% annually for Advisory Representative Managed Account Programs (Ally and Counsel Programs) with flat, linear, or tiered billing options $0+: Up to 3.00% annually for Plan Participant Retirement Program (management fee on total assets, fixed percentage or tiered fee schedule) $0+: Retirement Plan Consulting Services: Fixed fees $1,000 - $100,000; Hourly fees $50 - $300 per hour; Basis points up to 1.25% (125 basis points)

Commissions

Advisory Representatives may receive commissions through Osaic Wealth when selling securities or insurance products; commissions are separate from advisory fees

Project-based

Hourly fees for financial planning/consulting generally range from $0 to $750 per hour

Other

Minimum fee: Minimum service fee which is the greater of $30 or up to 0.15% annually assessed to the advisor per account Fee-only: Financial planning and consulting services charged on hourly or fixed fee basis; hourly fees range $0 - $750 per hour; fixed fees generally up to $25,000 but can exceed for high net worth individuals

Location

10011 West 21 St Street N, 109

Wichita, KS 67205

Most active in

Kansas

Work history

Osaic Advisory Services, LLC

2024 - Present (2 years)

OSAIC

2024 - Present (2 years)

SECURITIES AMERICA, inc.

2022 - 2024 (2 years)

Heritage Private Wealth Management, LLC

2021 - 2022 (1 year)

Ranson Financial Group, LLC

2018 - 2022 (4 years)

Employers Mutual Casualty Company

2018 - 2018 (1 year)

Wichita State University

2017 - 2019 (2 years)

Hutchinson Community College

2017 - 2017 (1 year)

Catholic Family Federal Credit Union

2016 - 2018 (2 years)

Independence Community College

2016 - 2017 (1 year)

Wichita Drainage & Grading

2016 - 2016 (1 year)

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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Stacey Alan is a financial advisor at American Freedom Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Ohio National Financial Services, The O.N. Equity Sales Company, and Kansas Real Estate Consultants. In addition to his advisory role, he operates a sole proprietorship focused on life insurance, annuities, disability, and long-term care insurance sales. American Freedom Investments provides discretionary investment supervisory services to individual investors, high-net-worth clients, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach centers on fundamental and macroeconomic analysis with portfolios primarily composed of sector-focused ETFs, alongside explicit risk-management procedures and use of fixed indexed annuities to address retirement income gaps.

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Wichita, KS

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Annuities Life insurance needs analysis General retirement planning Cash flow / budgeting General tax planning
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Jonathan H

CFP®, Series 65

Wichita, KS

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Jonathan Harner is a CFP® with nine years of industry experience, currently serving as the sole advisor at Wichita Wealth Management, LLC. His prior work includes two years at Leprino Foods Inc. and multiple years with Wichita Wealth Management in two separate periods. Wichita Wealth Management provides wealth management, financial planning, and retirement-plan services to individual investors, families, couples, and small businesses. The firm operates as a fee-only fiduciary, focusing on asset allocation and a long-term buy-and-hold investment approach using no-load mutual funds and ETFs, with tailored advisory services across various financial planning needs.

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Wichita, KS

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Series 65

Haysville, KS

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Series 65

Lenexa, KS

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General retirement planning Tax strategies for small businesses Wealth management Passive / index investing
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