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 63, Series 66
Experience Industry experience
33 years
Location
Marysville, KS 66508
Edward Jones
Institution
Katherine Manley is a financial advisor with Edward Jones in Marysville, Kansas, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Edward Jones since 1989. Outside of her advisory role, she is involved as a member and manager of an LLC focused on real estate in Marysville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branches.
Based on Edward Jones
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.
Marysville, KS
910 Broadway
Marysville KS 66508
Advisors at this office
2
Kansas · Texas
33 years of industry experience
Edward D. Jones & Co., L.P.
1989 - Present • 37 years
Marysville, 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.
CFP®, Series 66
Marysville, KS
Ryan Smith Financial Services
Ryan Smith is a CFP® professional with 19 years of experience in the financial services industry. He currently leads Ryan Smith Financial Services, an independent advisory firm he has been with since 2023. Prior to this, he worked at Affinity Financial Advisors for four years and at Regal Securities for twelve years. Outside of his advisory work, Smith is also a licensed mortgage loan originator and insurance agent involved in mortgage origination and insurance sales. Ryan Smith Financial Services provides ongoing portfolio management and investment advisory services to individual and high-net-worth clients. The firm employs a multi-method investment approach and offers both discretionary and non-discretionary management across various securities and insurance products.
Series 66
Marysville, KS
Edward Jones
Elizabeth Warren is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and previously worked in educational staffing and school district roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory and investment solutions, supported by a nationwide network of over 23,700 financial advisors.
Series 63, Series 66
Hanover, KS
Thrivent Investment Management
Sean Bruna is a financial advisor with Thrivent Investment Management in Hanover, KS. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Thrivent, he worked at ConocoPhillips and has occasional paid experience as a mechanic on his family’s farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning across various topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.
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