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Kristian N Sundahl

Advisor at Edward Jones — Great Bend, KS 19th St

Updated today

Credentials

Series 63, Series 66

Experience

10 years

Location

Great Bend, KS 67530

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kristian Sundahl is a financial advisor with Edward Jones in Great Bend, Kansas, holding Series 63 and Series 66 licenses. He has 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory work, Sundahl officiates college basketball games across several states in the Midwest. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment advisory programs, including both discretionary and non-discretionary strategies, supported by a large national network of advisors and branch offices.

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

See office

Great Bend, KS 19th St

2016 19th St

Great Bend KS 67530

Advisors at this office

1

Most active in

Kansas · Texas

Work history

10 years of industry experience

Edward Jones

2016 - Present • 10 years

St Louis, MO

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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Patrick M

Series 66, Series 65

Great Bend, KS

GBKS LLC

Patrick Mc Ginn is a financial advisor with GBKS LLC in Great Bend, KS. He holds Series 65 and Series 66 licenses and has three years of industry experience. His prior roles include positions at Leading Edge Financial Planning, Troy Web Consulting, and several other firms. Outside of his advisory work, he has a consulting role involving business development and surgical on-call services with Central Plains Surgical Associates, LLC. GBKS LLC is a small, independent registered investment adviser serving primarily high-net-worth individuals. The firm offers discretionary portfolio management and investment advice, utilizing a combination of charting, fundamental, quantitative, and technical analysis, and includes a range of investment strategies from individual stocks to private placements and venture capital.

Options & derivatives strategies Private / alternative investments Annuities Concentrated stock management
user avatar

Austin A

Series 65

Ellinwood, KS

Widener & Asher Asset Management LLC

Austin Asher is a financial advisor at Widener & Asher Asset Management LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Widener & Asher since 2009. Widener & Asher Asset Management LLC provides financial planning and discretionary portfolio management for individuals, trusts, charitable organizations, pension plans, and other entities. The firm employs diversified portfolios using ETFs, mutual funds, stocks, bonds, and options, applying Modern Portfolio Theory and various analysis methods supported by third-party research.

Income planning Retirement income strategy
user avatar

Michael W

CFP®

Ellinwood, KS

Widener & Asher Asset Management LLC

Michael Widener is a CFP® professional with 15 years of industry experience. He has been with Widener & Asher Asset Management LLC since 2009. The firm provides financial planning and discretionary portfolio management for individuals, trusts, charitable organizations, pension plans, and other entities. Widener & Asher emphasizes diversified portfolios using ETFs, mutual funds, stocks, bonds, and options, applying Modern Portfolio Theory and a combination of fundamental, quantitative, and qualitative analysis in their investment approach.

Income planning Retirement income strategy
user avatar

Richard D

Series 66

Great Bend, KS

Private Advisor Group, LLC

Richard Doll is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at LPL Financial and Cambridge Investment Research Advisors. In addition to his advisory work, he is the owner and agent of Doll Insurance Group, LLC, an insurance agency in Ellinwood, Kansas. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model, leveraging technology and third-party managers to tailor investment solutions to client goals and risk tolerances.

Annuities Founder/Business Owner
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Robert S

Series 66

Great Bend, KS

Private Advisor Group, LLC

Robert Schwarz is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016 and is also associated with Cobler Capital Management and Schwarz Insurance Group. Outside of his investment advisory roles, Schwarz is a notary public in the state of Kansas. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm follows a fiduciary-based model, utilizing technology platforms and multiple investment strategies, often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
user avatar

Cody B

Series 66

Great Bend, KS

Independent Financial Partners

Cody Behrends is a financial advisor at Independent Financial Partners with four years of industry experience. He holds the Series 66 designation and has worked at several subsidiaries of Koch Industries prior to joining Independent Financial Partners. Outside of his advisory role, he owns Behrends Consulting LLC, which provides tax service, bookkeeping, tax preparation, and automation services to local accounting firms. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with a notable focus on formal retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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