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Michael Widener

Advisor at Widener & Asher Asset Management LLC

Updated today

Location

Ellinwood, KS 67526

Credentials

CFP®

Industry experience

15 years

About

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.

Client services

Based on Widener & Asher Asset Management LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Widener & Asher Asset Management LLC

Income planning Retirement income strategy

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Fee options

Fixed

Fees for a Comprehensive Financial Plan are negotiated based on complexity and client status.

Percentage

$0 - $1,000,000: 0.50% $1,000,000 - $2,000,000: 0.45% $2,000,000 - $3,000,000: 0.40% $3,000,000 - $5,000,000: 0.35% $5,000,000+: 0.25%

Location

13 N Main St

Ellinwood, KS 67526

Most active in

Kansas

Work history

Widener & Asher Asset Management LLC

2009 - Present (17 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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Patrick M

Series 65, Series 66

Great Bend, KS

GBKS LLC

Patrick Mc Ginn is a financial advisor at GBKS LLC with Series 65 and Series 66 credentials and three years of industry experience. He has worked at several firms, including Leading Edge Financial Planning, LLC and Ayco Company, LP. Outside of financial advising, he is involved in business development for Central Plains Surgical Associates, LLC, a surgical on-call services provider. GBKS LLC dba GBKS Investment Management is a state-registered investment adviser serving individuals and high-net-worth clients. The firm employs a multi-method investment approach that incorporates charting, fundamental, quantitative, and technical analysis, with a focus on individual stocks and a broad range of instruments including ETFs, fixed income, real estate funds, private placements, and venture capital.

Options & derivatives strategies Private / alternative investments Annuities Concentrated stock management
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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
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Richard D

Series 66

Great Bend, KS

Private Advisor Group, LLC

Richard Doll is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory role, he is the owner and agent of Doll Insurance Group, LLC, an insurance agency based in Ellinwood, KS. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset managers through various platforms and strategies.

Retired 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 LPL Financial in Great Bend, Kansas, holding a Series 66 designation and 11 years of industry experience. He has worked at Private Advisor Group, LLC, Cobler Capital Management, and OFG Financial Services, Inc. Schwarz also serves as a notary public for the State of Kansas. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Retired Founder/Business Owner
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Cody B

Series 66

Great Bend, KS

Independent Financial partners

Cody Behrends is a financial advisor with Independent Financial Partners, holding a Series 66 designation and three years of industry experience. Prior to joining Independent Financial Partners, he worked at Koch Company Services and Flint Hills Resources, both subsidiaries of Koch Industries. 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 multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

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

Series 63

Great Bend, KS

Private Advisor Group, LLC

Robert Anderson is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Retired Founder/Business Owner
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