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Mathew Bishop

Advisor at Raymond James Financial

Updated today

Location

Manhattan, KS 66502

Credentials

Series 63, Series 65

Industry experience

20 years

About

Mathew Bishop is a financial advisor with Raymond James Financial Services Advisors, Inc. in Manhattan, KS, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Waddell & Reed, Inc. for 16 years and has been affiliated with Diane Freeby since 2011. He serves as a professor with the Association of Financial Educators and is the managing member of Critical Thinking LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary advisory services and offers access to firm-sponsored wrap fee programs and institutional consulting supported by outside managers.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

555 Poyntz Avenue, Suite 280

Manhattan, KS 66502

Most active in

Kansas · Texas

Work history

Raymond James Financial Services, Inc.

2021 - Present (5 years)

Raymond James Financial Services Advisors, Inc.

2021 - Present (5 years)

Diane Freeby

2011 - Present (15 years)

Waddell & Reed, Inc.

2005 - 2021 (16 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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Thomas H

Series 66

Manhattan, KS

KONZA Capital Advisors

Thomas Hintz is a financial advisor with KONZA Capital Advisors in Manhattan, KS, holding a Series 66 designation and 23 years of industry experience. He has been a partner at Varney & Associates CPA's since 1977, where he provides investment advice incidental to tax and accounting services. Konza Capital Advisors is a fee-only firm owned and operated by Hintz that offers discretionary portfolio management and financial advice to individuals, trusts, and IRAs. The firm manages approximately $16 million in client assets and primarily uses low-cost mutual funds and ETFs to implement client-directed allocations.

Wealth management Passive / index investing
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Michael H

Series 63, Series 66

Manhattan, KS

Heartland Wealth Strategies LLC

Michael Hammersmith is the principal advisor at Heartland Wealth Strategies LLC in Manhattan, KS, holding Series 63 and Series 66 licenses with 17 years of industry experience. Prior to founding Heartland Wealth Strategies in 2018, he worked at Central Financial Services and Ameritas Investment Corp. Outside of advising, he is a partner in a retail liquor store and a fitness center in Maple Hill, KS. Heartland Wealth Strategies provides personalized financial planning and discretionary investment management to individuals and institutional clients. The firm employs a risk-oriented, asset-allocation approach using diversified mutual fund and ETF portfolios, with regular account reviews and client-imposed investment restrictions.

Wealth management
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Randy S

Series 65

Manhattan, KS

Abundance Wealth Management

Randy Stitt is a financial advisor at Abundance Wealth Management, an independent firm based in Manhattan, KS. He holds a Series 65 credential and has over two decades of experience, including roles at Community First National Bank since 2002 and Kansas State University since 2009. Abundance Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm uses a blend of fundamental analysis and Modern Portfolio Theory, offering tailored asset allocation strategies that include passive, active, and socially conscious investment options.

Wealth management Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Stuart H

CFP®

Manhattan, KS

No Coast Financial Group

Stuart Heckman is a CFP® professional with nine years of industry experience, currently serving as the principal advisor at No Coast Financial Group. He has held roles at Garrett Investment Advisors and CGN Advisors and is an Associate Professor of Practice at Texas Tech University. He also owns Heckman Research Consulting, LLC, a non-investment-related business. No Coast Financial Group is a fee-only independent advisory firm serving individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs asset-allocation strategies based on Modern Portfolio Theory and fundamental analysis, offering tailored portfolio management with options for socially responsible investing and educational seminars.

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

CFP®, Series 63

Manhattan, KS

Priority Financial Partners

Derek Lawson is a CFP® with nine years of experience at Priority Financial Partners in Manhattan, KS. He has held academic positions at Kansas State University since 2015, currently serving as an assistant professor teaching CFP Board Core Content classes and conducting research. Prior to his current role, he also worked at Texas Tech University. Priority Financial Partners is a small advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm employs a passive, asset-class-based investment approach, focusing on diversified, cost-efficient portfolios tailored to client risk profiles.

College savings (529s, UTMA, etc.) Cash flow / budgeting General estate planning guidance General retirement planning General tax planning
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Anthony H

Series 63, Series 65

Manhattan, KS

Keating Financial Advisory Services

Anthony Hayden is a financial advisor at Keating Financial Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial and Keating & Associates, Inc. Hayden is the founder of Abundance Alliance, a nonprofit supporting community causes and entrepreneurial philanthropy. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, focusing on mutual funds, ETFs, equities, and fixed income, along with financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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