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.
Credentials
Series 66
Experience Industry experience
7 years
Location
Baldwin City, KS 66006
Edward Jones
Institution
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.
Based on Edward Jones
$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)
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.
Baldwin City, KS
723 Eighth Street
Baldwin City KS 66006
Advisors at this office
1
Kansas
7 years of industry experience
Edward Jones
2019 - Present • 7 years
St Louis, MO
Modern Consulting
2018 - 2019 • 1 year
Overland Park, KS
Essense of Australia
2017 - 2018 • 1 year
Lenexa, KS
Unemployed
2017 - 2018 • 1 year
Gardner, KS
Redemption Plus
2014 - 2017 • 3 years
Lenexa, KS
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.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Eudora, KS
Tradewinds Investment Advisors, LLC
Mark Ferguson is the sole advisor at Tradewinds Investment Advisors, LLC, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has worked at Tradewinds since 2002 and also served as a substitute teacher in the local public school district since 2004. Tradewinds provides separate-account investment management primarily to individuals and individual trusts, using a combination of fundamental and technical analysis with an emphasis on asset allocation and diversification. The firm also seeks to serve institutional investors and follows documented operational controls that distinguish its practices from many peers.
Series 66
Gardner, KS
Atomic Planning LLC
Ryan Kilkenny is a financial advisor at Atomic Planning LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Kilkenny served in the United States Marine Corps for nine years prior to his advisory career. Atomic Planning is an independent, single-advisor firm that provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs diversified, risk-based portfolios using no-load mutual funds, ETFs, and individual equities, combining fundamental, technical, and cyclical analysis to guide trading and rebalancing decisions.
Series 63, Series 66
Lawrence, KS
Mattern Wealth Management LLC
David Mattern is a financial advisor at Mattern Wealth Management LLC in Lawrence, KS, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he owns a farm business called Whiskey Flats, LLC. Mattern Wealth Management provides fee-only investment and wealth management, financial planning, and consulting services to individuals, families, trusts, businesses, and retirement plans. The firm combines active and passive strategies with portfolio monitoring and rebalancing to align investments with client risk tolerance and cash-flow needs.
CFP®, Series 66
Lawrence, KS
Mattern Wealth Management LLC
Kyle Cross is a financial advisor with Mattern Wealth Management LLC in Lawrence, KS, holding CFP® and Series 66 designations and bringing 15 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Securian Financial Services, Inc. Outside of advising, he is the sole owner of a real estate holding company. Mattern Wealth Management offers fee-only investment and wealth management, financial planning, and consulting services to individuals, families, trusts, businesses, and retirement plans. The firm employs a combination of active and passive strategies, portfolio allocation software, and ongoing monitoring to align investments with client risk tolerance and cash-flow needs.
Series 66
Lawrence, KS
Mattern Wealth Management LLC
Marcus Mattern is a financial advisor at Mattern Wealth Management LLC in Lawrence, KS, holding a Series 66 designation with nine years of industry experience. Prior to joining Mattern Wealth Management in 2019, he worked at Wells Fargo Clearing from 2016 to 2019. Mattern Wealth Management provides fee-only investment and wealth management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm uses a combination of active and passive strategies, portfolio allocation software, and ongoing monitoring to align client portfolios with their risk tolerance and cash flow needs.
Series 65
Lawrence, KS
Mattern Wealth Management LLC
Caleb Regan is a financial advisor at Mattern Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Mattern Wealth Management, he worked at KU Endowment Association for four years, Corpus Christi Catholic Church for four years, and Ogden Publications, Inc. for ten years. Mattern Wealth Management provides fee-only investment and wealth management services, financial planning, and consulting to individuals, families, trusts, businesses, and retirement plans. The firm combines active and passive strategies, employs portfolio allocation software, and offers ongoing monitoring to align investments with clients’ risk tolerance and cash-flow needs.
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