Jennifer Hantsbarger

Advisor at Edward Jones

Updated today

Location

Baldwin City, KS 66006

Credentials

Series 66

Industry experience

7 years

About

Jennifer Hantsbarger is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Her prior roles include positions at Modern Consulting and Redemption Plus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management General estate planning guidance

Occupation focus

Government Employee

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

723 Eighth Street

Baldwin City, KS 66006

Most active in

Kansas

Work history

Edward Jones

2019 - Present (7 years)

Modern Consulting

2018 - 2019 (1 year)

Essense of Australia

2017 - 2018 (1 year)

Unemployed

2017 - 2018 (1 year)

Redemption Plus

2014 - 2017 (3 years)

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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Mark F

Series 63, Series 65

Eudora, KS

Tradewinds Investment Advisors, LLC

Mark Ferguson is the sole advisor at Tradewinds Investment Advisors, LLC, an independent firm based in Eudora, KS. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to focusing on investment advising, he worked for 16 years in the St. Michael - Albertville Public School District and continues to serve as a substitute teacher in a local public school district. Tradewinds Investment Advisors provides separate-account investment management to individuals, trusts, and institutional clients such as pension plans and foundations. The firm’s investment approach centers on asset allocation and diversification tailored to client needs, utilizing fundamental and technical analysis to manage portfolios that include equities, fixed income, mutual funds, ETFs, and options.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Ryan K

Series 66

Gardner, KS

Atomic Planning LLC

Ryan Kilkenny is a financial advisor at Atomic Planning LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2018 to 2021. Kilkenny served nine years in the United States Marine Corps before entering the financial services industry. Atomic Planning LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages portfolios tailored to client objectives using a combination of fundamental, technical, and cyclical analysis, and offers planning services at no additional cost for asset management clients.

General retirement planning Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
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David M

Series 63, Series 66

Lawrence, KS

Mattern Wealth Management LLC

David Mattern is a financial advisor with Mattern Wealth Management LLC in Lawrence, KS, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of advising, he owns and manages a farm business. Mattern Wealth Management LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm provides discretionary investment and wealth management, financial planning, and consulting, employing tailored asset allocation strategies with an emphasis on tax efficiency and cost-effective implementation.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive
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Kyle C

CFP®, Series 66

Lawrence, KS

Mattern Wealth Management LLC

Kyle Cross is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Mattern Wealth Management LLC since 2019 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he is the sole owner of a real estate holding company based in Highland, KS. Mattern Wealth Management LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm offers discretionary investment management and financial planning, focusing on tailored asset allocations and tax-efficient portfolio implementation using a range of securities and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive
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Marcus M

Series 66

Lawrence, KS

Mattern Wealth Management LLC

Marcus Mattern is a financial advisor with Mattern Wealth Management LLC in Lawrence, KS, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing Services prior to joining Mattern Wealth Management in 2019. Mattern Wealth Management LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm provides discretionary investment management, financial planning, and consulting, with an investment approach that incorporates written policy statements, tailored asset allocations, and a focus on tax-efficient, cost-effective portfolio implementation using a range of securities and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive
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Michele H

PFS™, Series 66

Lawrence, KS

Merit Financial Advisors

Michele Hammann is a financial advisor at Merit Financial Advisors with seven years of industry experience. She holds the PFS™ designation and Series 66 license. Prior to joining Merit, she worked at Wealthcare Advisory Partners, Avantax Investment Services, and 1st Global Advisors. Hammann serves as a board member of Commerce Bank, NA, and holds several trustee and advisory roles related to nonprofit and university organizations. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base including individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by a central Investment Management team and Investment Committee.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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