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Matthew J Thiessen

Advisor at &PARTNERS — Wichita, KS East 21st Street

Updated today

Credentials

CFP®, Series 66

Experience

21 years

Location

Wichita, KS 67206

&PARTNERS logo

&PARTNERS

Enterprise

Total advisors

540

Across 185 offices

Clients per advisor

100 High

Avg AUM per client

$384,909 Typical

HNW client ratio

22% Typical

About

Matthew Thiessen is a CFP® professional with 21 years of industry experience. He is currently with &PARTNERS and previously worked at Wells Fargo Advisors and Cambridge Investment Research Advisors. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of services such as investment advisory, brokerage, financial planning, ERISA consulting, and investment banking, utilizing a combination of proprietary and third-party investment strategies delivered through the Envestnet platform.

Client services

Based on &PARTNERS

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Expertise

Based on &PARTNERS

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Based on &PARTNERS

Founder/Business Owner Executive Retired Financial Professional

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Fee options

Fixed

Fixed fees for financial planning and consulting services, as negotiated

Percentage

$0+: Negotiable up to 3.0%, commonly asset-based advisory fee capped at 3.0% Below recommended Envestnet minimum+: Additional $40 annual fee for Tax Overlay Services

Commissions

Transaction fees and commissions charged in addition to advisory fees; broker-dealer services provided; commissions received on brokerage transactions

Project-based

Hourly consulting fees as agreed upon with client

Subscriptions

Subscription fee of $500/month for weekly market commentary service

Other

Minimum fee: A $40 annual fee if account is below recommended minimum balance (Envestnet program) Fee-only: Negotiable flat fees for financial planning, estate/trust administration consulting, other consulting services

Location

See office

Wichita, KS East 21st Street

8301 East 21st Street, Suite 320

Wichita KS 67206

Advisors at this office

7

Most active in

Kansas · Texas

Work history

21 years of industry experience

&PARTNERS

2025 - Present • 1 year

Nashville, TN

Wells Fargo Advisors

2023 - 2025 • 2 years

Wichita, KS

Cambridge Investment Research Advisors

2015 - 2023 • 8 years

Fairfield, IA

Cambridge investment Research, Inc.

2015 - 2023 • 8 years

Fairfield, IA

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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Nathaniel O

CFP®, Series 63, Series 65, CIMA®

Wichita, KS

Primerica Advisors

Nathaniel Oliphant is a CFP® professional with 18 years of industry experience, currently affiliated with Primerica Advisors in Wichita, KS. He has been with Primerica Advisors since 2007 and also works with Loe Financial Group. His other business activities include sales of investment-related products and referral services for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Stacey A

Series 66

Wichita, KS

American Freedom Investments, LLC

Stacey Alan is a financial advisor at American Freedom Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Ohio National Financial Services, The O.N. Equity Sales Company, and Kansas Real Estate Consultants. In addition to his advisory role, he operates a sole proprietorship focused on life insurance, annuities, disability, and long-term care insurance sales. American Freedom Investments provides discretionary investment supervisory services to individual investors, high-net-worth clients, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach centers on fundamental and macroeconomic analysis with portfolios primarily composed of sector-focused ETFs, alongside explicit risk-management procedures and use of fixed indexed annuities to address retirement income gaps.

Annuities
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Fred L

Series 63, Series 65

Wichita, KS

Farrecian Investments Inc

Fred Liebau Jr. is a financial advisor with Farrecian Investments Inc in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His work history includes roles at firms such as LG Advisory Group, Cetera Advisors LLC, and his own business ventures dating back to 1998. Liebau also operates as an insurance agent, engaging in insurance sales and service. Farrecian Investments serves individuals, high-net-worth clients, and business entities by managing variable annuity and variable life subaccounts, along with financial planning and consulting. The firm primarily manages assets on a non-discretionary basis and provides portfolio oversight and referrals to third-party money managers.

Annuities Life insurance needs analysis General retirement planning Cash flow / budgeting General tax planning
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Rayan H

Series 65

Wichita, KS

Baumont Capital LLC

Rayan Hajj Ali is a financial advisor at Baumont Capital LLC in Wichita, KS, holding a Series 65 designation and beginning his career in the industry. Prior to his role in financial advising, he has worked at firms including Mid-Continent Instruments & Avionics and Airbus, with additional experience in academic and technical positions. Baumont Capital LLC provides discretionary portfolio management and investment consultation to individuals, retirement accounts, trusts, and high-net-worth clients. The firm employs a variety of investment strategies across U.S. and international equities, fixed income, ETFs, and selected digital assets, tailoring portfolios to client objectives using multiple analytical approaches.

Active portfolio management Factor investing / smart beta
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Michael S

Series 66, Series 63

Rose Hill, KS

Tower Financial Strategies Corp.

Michael Snow is a financial advisor at Tower Financial Strategies Corp. with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including New York Life Insurance Company and Eagle Strategies. Snow volunteers as a board member for the Augusta Municipal Airport and supports the Tower Aviation Institute, an aviation education nonprofit. Tower Financial Strategies Corp. serves individuals, charitable organizations, and business entities by providing financial planning and non-discretionary investment advisory services. The firm directs clients to third-party investment managers and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, emphasizing referral relationships and ongoing due diligence.

Options & derivatives strategies Annuities
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Jonathan H

CFP®, Series 65

Wichita, KS

Wichita Wealth Management, LLC

Jonathan Harner is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Wichita Wealth Management, LLC since 2016, currently serving as its sole advisor. Wichita Wealth Management is an independent, fee-only fiduciary firm that provides wealth management, financial planning, and retirement-plan services to individual investors, families, couples, and small businesses. The firm emphasizes asset allocation and a fundamental, long-term buy-and-hold investment approach, primarily using no-load mutual funds and ETFs, with tailored advisory services including retirement planning, college funding, and business succession.

General retirement planning Medicare planning Roth conversion strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner Retired
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