Kyle Scot Branine

Advisor at Edward Jones — Eudora, KS

Updated today

Credentials

Series 66

Experience

9 years

Location

Eudora, KS 66025

Edward Jones logo

Edward Jones

Institution

Total advisors

24,140

Across 14,132 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kyle Branine is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning 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

Eudora, KS

706 Main St

Eudora KS 66025

Advisors at this office

1

Most active in

Kansas · Texas

Work history

9 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

user avatar

Mark F

Series 63, Series 65

Eudora, KS

Tradewinds Investment Advisors, LLC

Mark Ferguson is the sole advisor at Tradewinds Investment Advisors, LLC, an independent firm based in Eudora, KS. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to focusing on investment advising, he worked for 16 years in the St. Michael - Albertville Public School District and continues to serve as a substitute teacher in a local public school district. Tradewinds Investment Advisors provides separate-account investment management to individuals, trusts, and institutional clients such as pension plans and foundations. The firm’s investment approach centers on asset allocation and diversification tailored to client needs, utilizing fundamental and technical analysis to manage portfolios that include equities, fixed income, mutual funds, ETFs, and options.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

Alejandro C

CFP®, Series 66

Lawrence, KS

Planning Trail Investments, LLC

Alejandro Carvalho Rodriguez is a CFP®-certified financial advisor with 10 years of industry experience. He is currently the sole advisor at Planning Trail Investments, LLC, where he has worked since 2023. Prior to this, he was with Probitas Wealth Management, LLC, Edward Jones, and MassMutual Life Insurance Co. He serves on the Alumni Board of Directors at Emporia State University. Planning Trail Investments is an independent, single-advisor firm offering discretionary asset management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, qualitative, and sector analysis with dynamic and tactical asset-allocation strategies, serving both retail and institutional clients.

Passive / index investing Active portfolio management
user avatar

Ryan K

Series 66

Gardner, KS

Atomic Planning LLC

Ryan Kilkenny is a financial advisor at Atomic Planning LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Kilkenny served in the United States Marine Corps for nine years prior to his advisory career. Atomic Planning is an independent, single-advisor firm that provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs diversified, risk-based portfolios using no-load mutual funds, ETFs, and individual equities, combining fundamental, technical, and cyclical analysis to guide trading and rebalancing decisions.

General retirement planning Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting

Kaylin D

CFP®

Lawrence, KS

Kaylin Dillon Financial Planning

Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible. 🤝You don't have to choose between planning for your shared future vision and having your own financial goals. I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets. Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨‍👩‍👧‍👦 Blended families 💵 Separate assets One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds

General retirement planning Cash flow / budgeting Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.) Founder/Business Owner Newlywed/Engaged Married/Couples/Partners Gen Y/Millennials (Born 1980-1995)
user avatar

John K

Series 63, Series 65

Lawrence, KS

Wealth Management Consultants, LLC

John Kuddes is a financial advisor at Wealth Management Consultants, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has served as the sole advisor at his firm since 2016. Kuddes is the author of the book *Buy When There Is Blood in the Street: Make Money Like the Pros* and is involved as a CEO Peer Advisory Group facilitator as well as a board member of two employee stock ownership plan (ESOP) companies in Colorado. Wealth Management Consultants, LLC provides discretionary portfolio management primarily to individuals and high-net-worth clients, managing $73.5 million across 38 accounts. The firm utilizes a diverse investment approach, including fundamental, technical, and quantitative analysis, with active use of leverage, short sales, and options strategies.

Active portfolio management Options & derivatives strategies
user avatar

Alexander C

CFP®, Series 63, Series 65, Series 66

Lawrence, KS

Harper Financial Strategies, LLC

Alexander Coats is a CFP® with 11 years of industry experience, currently serving at Harper Financial Strategies, LLC. His prior roles include positions at Atlas Wealth Management, R.W. Baird, WT Wealth Management, Financial Engines Advisors, Ameriprise Financial Services, and Voya Investment Management. Harper Financial Strategies serves individual and high-net-worth clients by offering discretionary asset management and financial planning consulting services. The firm tailors portfolio allocations based on clients’ goals and risk tolerances, using methods such as asset allocation, dollar-cost averaging, technical analysis, and short-term trading, and provides regular account and planning reviews.

Annuities College savings (529s, UTMA, etc.) General estate planning guidance Equity Recipients (RS/RSU, SOP, ESPP)
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