Kevin Blick

Advisor at Merrill

Updated today

Location

Leawood, KS 66211

Credentials

Series 66

Industry experience

18 years

About

Kevin Blick is a Senior Financial Advisor at Merrill Lynch Wealth Management, with a career spanning over a decade in financial advisory roles. He joined Group One Wealth Management in 2017 after serving as a Merrill financial advisor since 2011 and bringing experience from a previous financial advisory position that lasted four years. Kevin specializes in developing financial strategies for small business owners and professionals in the health care technology sector. His areas of expertise include executive compensation and stock option planning, small business owner and retirement planning, and goals-based financial planning. As a Senior Portfolio Advisor, he provides tailored investment strategies, manages concentrated and restricted stock positions, and offers retirement planning services. He regularly meets with clients and their families to implement strategies to help achieve long-term financial goals.

Kevin holds a Bachelor’s degree in business management from Newman University in Wichita, Kansas, where he also played collegiate basketball. He earned the Chartered Retirement Planning Counselor (CRPC™) designation in 2016 and holds the Personal Investment Advisor (PIA) credential. Kevin is engaged in community activities, volunteering with Harvesters (Kansas City Community Food Network), and participates in professional organizations such as Fore the Kids, Safe in Harms Way, and Red Bag Children & Families. He resides in Overland Park, Kansas, with his wife Elizabeth and their two daughters and enjoys traveling, golf, and spending time with family.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General retirement planning ESG / Sustainable investing

Occupation focus

Founder/Business Owner Executive Technology Professional

Demographic focus

Young Families Values-based investing Women Professionals

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

3401 College Blvd

Leawood, KS 66211

Most active in

Kansas · Texas

Work history

Bank Of America, N.a.

2011 - Present (15 years)

Merrill

2011 - Present (15 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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Amy W

CFP®, Series 66

Overland Park, KS

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Amy White is a CFP® and holds a Series 66 license, with 27 years of experience in the financial services industry. She has worked at Cambridge Investment Research, Inc. and Steffes Financial, Ltd. before founding Prairie Ridge Asset Management, LLC in 2017. Amy operates as the sole advisor at Prairie Ridge, based in Overland Park, KS. Prairie Ridge Asset Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a modern portfolio theory-based investment approach focused on global diversification and fundamental analysis, and is notable for its pension consulting and retirement-plan advisory offerings.

Business succession planning
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Michael H

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Overland Park, KS

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Michael Hazell is a financial advisor at Penn Wealth Management in Lenexa, KS, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has led Penn Wealth Management since 2008. In addition to his advisory role, he operates Penn Wealth Publishing, producing investment-related articles for a subscribing audience. Penn Wealth Management is an independent, fee-only advisory firm serving individuals, trusts, and small businesses with discretionary investment management and comprehensive financial planning. The firm employs a strategic asset-allocation, core/satellite investment approach and manages approximately $15 million across various account types.

College savings (529s, UTMA, etc.) General tax planning Active portfolio management Union Employee
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John Clark is a CFP® and CFA® with three years of experience at Wolf Bay Wealth Partners, where he is the sole advisor. He also serves as an Associate Professor of Finance at the University of Missouri - Kansas City and supervises the university's Student Fund. Wolf Bay Wealth Partners provides investment management, financial planning, and educational seminars to institutions, pooled vehicles, nonprofit and corporate clients, as well as individual investors. The firm combines modern portfolio theory with fundamental, technical, cyclical, and factor analysis, offering discretionary portfolio management and periodic reviews, and is notable for its academic leadership and focus on client education.

Business ownership considerations Tax strategies for small businesses Retirement withdrawal strategies College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner
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David J

Series 65

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Wealth management Active portfolio management Retired
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John C

CFP®, Series 63, Series 65

Lenexa, KS

Chladek Wealth Management, LLC

John Chladek is a CFP®-certified financial advisor with 19 years of industry experience. He founded Chladek Wealth Management, LLC in 2009 and previously worked at TMFS-Providence, LLC. The firm serves individual clients, including high-net-worth individuals, providing financial planning and discretionary investment management. Chladek Wealth Management applies modern portfolio theory and fundamental security analysis to create diversified, risk-based portfolios, utilizing no-load mutual funds and ETFs while maintaining trading discretion. The firm offers both one-time and ongoing financial planning, portfolio management, and advisory services for held-away retirement accounts, with additional estate plan coordination through an independent third-party provider.

General retirement planning Charitable giving tax strategies Cash flow / budgeting Debt management
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Mark N

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Overland Park, KS

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Mark Nasche is the sole advisor at Nasche Asset Management LLC in Overland Park, KS, holding Series 63 and Series 65 credentials with 41 years of industry experience. He previously worked at Oppenheimer & Co for 11 years before founding his current firm in 2020. Nasche Asset Management LLC provides asset management and investment advisory services to individuals, high-net-worth clients, families, and small businesses using separately custodied accounts. The firm employs a value-oriented, primarily long-term investment approach with tactical flexibility and manages accounts on a non-discretionary basis, requiring client approval before trades.

Options & derivatives strategies Active portfolio management Wealth management
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