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Kathleen Heitman

Advisor at Edward Jones

Updated today

Location

Spring Hill, KS 66083

Credentials

Series 66

Industry experience

2 years

About

Kathleen Heitman is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at Farmers Insurance for 13 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

22450 S Harrison Suite 103

Spring Hill, KS 66083

Most active in

Kansas · Texas

Work history

Edward Jones

2023 - Present (3 years)

Farmers Insurance

2010 - 2023 (13 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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Dustin I

Series 66

Olathe, KS

Irish Capital LLC

Dustin Irish is a financial advisor at Irish Capital LLC with four years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of his advisory role, he serves as a board member for Friends of Infant Toddler Services, a nonprofit organization, and works as a stagehand for the Kansas City Chiefs. Irish Capital LLC provides discretionary wealth management and financial planning primarily to individual and high-net-worth clients. The firm constructs portfolios focused on ETFs and low-cost mutual funds, applying fundamental analysis and a long-term investment approach with tactical adjustments as needed.

Options & derivatives strategies Concentrated stock management
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John S

CFP®

Leawood, KS

Monarch Wealth Management, LLC

John Sykora is a CFP® professional with 25 years of experience in financial advising. He has been the principal advisor at Monarch Wealth Management, LLC since 2008. Outside of his advisory role, he is the majority owner of Roar Investments, LLC, an executive suites office leasing business. Monarch Wealth Management provides financial planning and discretionary investment management to individual and high-net-worth clients, focusing on fundamental, valuation-driven analysis with a contrarian approach. The firm offers comprehensive and modular plans covering retirement, tax, estate, insurance, education, and employee benefits, managing approximately $50 million in discretionary assets.

Active portfolio management Private / alternative investments Income planning College savings (529s, UTMA, etc.)
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Mark J

Series 63, Series 65

Overland Park, KS

Tax Advantage Advisors, Inc.

Mark Januszewski is a financial advisor at Tax Advantage Advisors, Inc. in Overland Park, KS, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at M. S. Howells and Securities Service Network, Inc. in addition to his long tenure at Tax Advantage Advisors. Januszewski is also a licensed life and health insurance agent. Tax Advantage Advisors, Inc. serves individuals, businesses, and trusts by providing fee-for-service financial planning and asset management, including management of brokerage accounts and variable annuity and life sub-accounts. The firm uses model-based portfolios with a focus on diversification and low-expense share classes, managing accounts primarily on a discretionary basis and reviewing them quarterly.

General tax planning College savings (529s, UTMA, etc.) Annuities
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Matthew Z

CFP®, Series 66

Olathe, KS

Zolton Wealth

Matthew Zolton is a Certified Financial Planner™ (CFP®) with 18 years of industry experience. He is the principal of Enclave Planning LLC, a firm he joined in 2025 after working at Creative Planning, Inc. and Charles Schwab. Enclave Planning LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses with wealth management and financial planning services. The firm combines modern portfolio theory and fundamental analysis, using both passive and active investment vehicles, and incorporates ESG and alternative investments when appropriate.

General retirement planning Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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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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Bryon B

Series 65

Olathe, KS

Adaptive Advisory, LLC

Bryon Brooks is a financial advisor at Adaptive Advisory, LLC in Olathe, KS, holding a Series 65 designation with 10 years of industry experience. He has been with Adaptive Advisory since 2015. Outside of his advisory role, Brooks works as an operations consultant for small businesses, providing guidance on operational risks and challenges. Adaptive Advisory is an independent, single-advisor firm serving individual and high-net-worth clients with portfolio management and financial planning services. The firm employs a long-term trading approach using fundamental, technical, and quantitative analysis, managing assets primarily in equities, fixed income, ETFs, and real estate funds.

College savings (529s, UTMA, etc.) Life insurance needs analysis Debt management
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