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Kevin Michael Thornton

Advisor at AE Wealth Management, LLC — Topeka, KS SW Mc Clure Rd

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

16 years

Location

Topeka, KS 66614

AE Wealth Management, LLC logo

AE Wealth Management, LLC

Enterprise

Total advisors

455

Across 247 offices

Clients per advisor

280 Very High

Avg AUM per client

$387,358 Typical

HNW client ratio

7% Low

About

Kevin Thornton is a CFP® with 16 years of experience in the financial services industry. He is currently affiliated with AE Wealth Management, LLC, where he has worked since 2017, and has prior experience at Madison Avenue Securities, LLC, Ivy Funds Distributor Inc, and Waddell & Reed Inc. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes the use of discretionary model portfolios and offers a range of services including 3(21) and 3(38) ERISA management, with a platform that supports a large number of clients through standardized investment models.

Client services

Based on AE Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on AE Wealth Management, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on AE Wealth Management, LLC

Self-Employed Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning and consulting vary by IAR and client agreement; no fees over $1,200 paid six or more months in advance

Percentage

Negotiable up to 2.5% annually; fees above 2.0% require compliance approval

Commissions

IARs may earn commissions from insurance product sales ranging from 1% to 9% plus bonuses and other incentives

Project-based

Hourly fees for financial planning and consulting vary by IAR and client agreement

Other

Account minimum: $10,000 Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly fees and fixed fees vary by IAR and client agreement

Location

See office

Topeka, KS SW Mc Clure Rd

2950 SW Mc Clure Rd, Ste B

Topeka KS 66614

Advisors at this office

38

Most active in

Kansas · Texas

Work history

16 years of industry experience

AE FINANCIAL SERVICES, llc

2020 - Present • 6 years

Topeka, KS

Madison Avenue Securities, LLC

2017 - 2018 • 1 year

San Diego, CA

AE Wealth Management, LLC

2017 - Present • 9 years

Topeka, KS

Ivy Funds Distributor Inc

2012 - 2017 • 5 years

Overland Park, KS

Waddell & Reed Inc

2012 - 2017 • 5 years

Overland Park, 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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Korwin W

Series 63, Series 65

Topeka, KS

KDWALLSTREET Investment Advisor LLC

Korwin Wall is the principal of KDWALLSTREET Investment Advisor LLC in Topeka, KS, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has led his firm since 1999. Outside of investment advisory, he owns and manages KDWallStreet FINANCIAL Services LLC, which provides tax preparation, bookkeeping, and business consulting services. KDWALLSTREET Investment Advisor LLC serves primarily individual clients, including high-net-worth households, offering investment supervisory services and financial planning for approximately 91 client relationships with $26.5 million in assets under management. The firm combines strategic asset allocation with a cash-needs bucket approach and employs various investment instruments and option strategies, alongside affiliated financial businesses in accounting, mortgage financing, and insurance.

Options & derivatives strategies Retirement income strategy Retired Christian Faith Based
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Nicholas S

Series 66, Series 65

Topeka, KS

Avant Wealth Management, LLC

Nicholas Schilling is a financial advisor with Avant Wealth Management, LLC in Topeka, KS, holding Series 65 and Series 66 designations and nine years of industry experience. His prior roles include positions at FMT Solutions, LLC, AE Wealth Management, LLC, and Advisors Excel. He is also licensed as a life and health insurance agent and engaged in business management consulting. Avant Wealth Management is an independent, single-advisor firm providing discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, trusts, estates, and business entities. The firm employs both fundamental and technical analysis to tailor portfolio strategies and offers management both directly and through third-party sub-managers using the Altruist platform.

Options & derivatives strategies Real estate investing
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John M

Topeka, KS

Minnick Capital Management

John Minnick is the sole advisor at Minnick Capital Management, an independent firm based in Topeka, Kansas. He holds a CFA designation and a law license, and has 46 years of industry experience, having founded his firm in 1972. Outside of his advisory work, he serves as corporate secretary and director of his college fraternity’s alumni association on a non-compensated basis and acts as a trustee for several family trusts. Minnick Capital Management serves individual investors, trusts, retirement plans, and charitable organizations with discretionary portfolio management and separate counseling. The firm’s investment approach combines fundamental and technical analysis, focusing on market trends, industry strength, and volatility, while tailoring portfolios to clients’ income, tax, and risk objectives.

Tax-loss harvesting Active portfolio management Concentrated stock management
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Kristopher M

Series 63

Topeka, KS

T & M Financial Inc.

Kristopher Miller is a financial advisor with T & M Financial Inc. in Topeka, KS, holding a Series 63 designation and 28 years of industry experience. He has worked at T & M Financial since 1997 and has also been associated with Tandem Advisors, Inc. and Tandem Securities, Inc. since 2006 and 2007, respectively. Outside of his advisory role, he is involved in property rental management. T & M Financial provides financial planning, consulting, and asset allocation recommendations to individuals, families, high-net-worth clients, and business entities, focusing on planning and referrals rather than discretionary asset management. The firm utilizes comprehensive client evaluations and research tools to recommend long-term investment strategies implemented through client-selected custodians or recommended providers.

College savings (529s, UTMA, etc.)
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Vincent F

Series 63, Series 65

Topeka, KS

Generations Wealth Design

Vincent Foster is a financial advisor at Generations Wealth Design with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors, Inc. and National Planning Corporation. Outside of advisory services, he is also an independent insurance agent specializing in fixed life insurance, fixed annuities, disability, and long-term care insurance. Generations Wealth Design is a Kansas-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and businesses. The firm offers discretionary wealth management and financial planning, constructing customized portfolios using mutual funds, ETFs, equities, bonds, and occasional stock options with a primarily long-term investment approach.

Concentrated stock management Stock option exercise strategy Retirement income strategy Tax-loss harvesting Wealth management Founder/Business Owner Executive Mid-Career Professionals
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James L

Series 63, Series 65

Topeka, KS

Paladin Financial

James Lord is a financial advisor at Paladin Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Gradient Securities, LLC, and LORD'S WEALTH PARTNERS, LLC. Outside of his advisory roles, he is involved in recording motivational radio spots for a program called 90 Seconds to a Greater You. Paladin Wealth, LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as retirement plans, trusts, and other entities. The firm employs a range of investment approaches from long-term purchases to shorter-term trading and options, and offers specialized services for retirement plans as a limited-scope ERISA 3(21) adviser.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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