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Michael Stephan Proctor

Advisor at StewardRight — Wichita, KS

Updated today

Credentials

CFP®, Series 63

Experience

15 years

Location

Wichita, KS 67202

StewardRight logo

StewardRight

Supported

Total advisors

3

Clients per advisor

119 Very High

Avg AUM per client

$190,801 Very Low

HNW client ratio

10% Low

About

Michael Proctor is a CFP® with 15 years of industry experience, currently serving as a financial advisor at StewardRight in Wichita, KS. His prior roles include positions at Leading Edge Growth, LLC, Leading Edge Financial Planning, LLC, and Northwestern Mutual Investment Management. Outside of his advisory work, he is a City Council Member for Bel Aire, KS, and serves as President of the Wichita Estate Planning Council. StewardRight provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, families, trusts, charitable organizations, and businesses. The firm manages approximately $69.7 million in predominantly discretionary assets, employing an investment approach based on modern portfolio theory with global diversification and tailoring management style based on account size.

Client services

Based on StewardRight

Financial planning Portfolio management Selection of other advisers

Expertise

Based on StewardRight

General retirement planning Cash flow / budgeting General estate planning guidance Wealth management

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Fee options

Fixed

One-time fixed fees ranging from $1,500 to $5,000 or more depending on scope

Percentage

$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.25%

Project-based

$350/Hour for CFP®, $275/Hour for Financial Advisor, $150/Hour for Paraplanner, $75/Hour for Administrative staff

Subscriptions

Monthly financial planning subscription fees range from $100/month to $1,000/month or more depending on scope and complexity

Other

Account minimum: $25,000

Location

Wichita, KS

515 S Main St, Suite 103

Wichita KS 67202

Advisors at this office

3

Most active in

Colorado · Kansas · Texas

Work history

15 years of industry experience

Leading Edge Growth, LLC

2018 - Present • 8 years

Wichita, KS

Leading Edge Financial Planning, LLC

2017 - Present • 9 years

Wichita, KS

Leading Edge Insurance

2017 - Present • 9 years

Wichita, KS

MML Investor Services, LLC

2016 - 2017 • 1 year

Wichita, KS

MassMutual Life Insurance Co

2016 - 2017 • 1 year

Wichita, KS

Secure Financial Firm

2015 - 2023 • 8 years

Wichita, KS

Northwestern Mutual Investment Management

2013 - 2015 • 2 years

Wichita, 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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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 an independent financial advisor at Farrecian Investments Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including LG Advisory Group, United Planners Financial Services, and his own sole proprietorship. In addition to advisory services, he is a licensed insurance agent involved in insurance sales and service. Farrecian Investments serves individuals, high-net-worth clients, and business entities with a focus on managing variable annuity and variable life subaccounts, financial planning, and consulting. The firm typically provides non-discretionary portfolio assembly and monitoring, financial plans, and referrals to third-party money managers, managing about $11.55 million for roughly 43 clients.

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 63, Series 66

Rose Hill, KS

Tower Financial Strategies Corp.

Michael Snow is a financial advisor with Tower Financial Strategies Corp. in Rose Hill, KS. He holds Series 63 and Series 66 designations and has 13 years of industry experience. His prior work includes roles at Textron Aviation, Mountain Aviation, Eagle Strategies, and New York Life Insurance. Snow volunteers as a board member for the Augusta Municipal Airport and supports the Tower Aviation Institute, a volunteer aviation education organization. Tower Financial Strategies Corp. provides financial planning and advisory services to individuals, charitable organizations, and businesses, primarily through non-discretionary client relationships and referrals to third-party investment managers. The firm also offers insurance products and alternative investments while conducting ongoing due diligence and reviews of recommended managers.

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 10 years of industry experience. He has been with Wichita Wealth Management, LLC since 2016. The firm serves individual investors, couples, families, and small businesses with ongoing wealth management, financial planning, and retirement-plan services. Operating as a fee-only fiduciary, the firm focuses on asset allocation and a long-term buy-and-hold strategy using no-load mutual funds and ETFs, providing tailored advisory services across various financial planning needs.

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