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Kelsey Lynn Wonser

Advisor at LPL Financial — Winfield, KS West 9th Avenue

Updated today

Credentials

Series 63, Series 65

Experience

12 years

Location

Winfield, KS 67156

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,413 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Kelsey Wonser is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked at Union State Bank and LPL Financial since 2013. Wonser also operates a family wealth management business in Winfield, Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Winfield, KS West 9th Avenue

106 West 9th Avenue

Winfield KS 67156

Advisors at this office

3

Most active in

Kansas · Texas

Work history

12 years of industry experience

Union State Bank

2013 - Present • 13 years

Winfield, KS

LPL FINANCIAL

2013 - Present • 13 years

Winfield, KS

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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Jeffrey B

Series 63, Series 65

Arkansas City, KS

Ameritas Advisory Services, LLC

Jeffrey Bryant is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with various Ameritas entities since 2007 and has operated Bryant Financial since 1987, focusing on insurance sales and service. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Travis C

Series 63, Series 66

Arkansas City, KS

Raymond James Financial

Travis Combs is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been affiliated with Raymond James since 2010 and is a co-owner of Mid-Continent Financial in Arkansas City, Kansas, where he serves as Branch Manager and financial advisor. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a broad advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Clinton C

CFP®, Series 63, Series 65

Arkansas City, KS

Raymond James Financial

Clinton Combs is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the CFP® designation and has 34 years of industry experience. Combs has been affiliated with Raymond James since 2009 and manages multiple business activities including ownership roles in real estate and agricultural enterprises. Outside of financial advisory, he is involved in managing agricultural operations through South Cowle Ranch LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting with analytical tools and risk profiling to help clients implement investment strategies.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Raymond S

Series 66

Winfield, KS

Edward Jones

Raymond Stewart is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2020. He has six years of industry experience and previously spent 23 years at Husky Liners. Stewart and his wife manage rental properties together outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Katherine S

Series 66

Arkansas City, KS

Raymond James Financial

Katherine Schwyhart is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Mid-Continent Financial LLC. She previously worked with Arkansas City Schools USD 470 Head Start and First Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Logan W

Series 66

Winfield, KS

Cetera

Logan Weakley is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He also serves as a trust officer for Community National Bank and Trust, where he reviews investments, recommends changes, and communicates with trust customers. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, providing access to a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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