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Parker Olmsted

Advisor at The Wealth Consulting Group — Ottawa, KS

Updated today

Credentials

CFP®, Series 65

Experience

3 years

Location

Ottawa, KS 66067

The Wealth Consulting Group logo

The Wealth Consulting Group

Multi-team

Total advisors

130

Across 57 offices

Clients per advisor

97 Very High

Avg AUM per client

$466,923 Low

HNW client ratio

33% High

About

Parker Olmsted is a Series 65-registered advisor with The Wealth Consulting Group and has three years of industry experience. His prior roles include positions at V Wealth Advisors LLC, Impact Wealth Planners, and Kansas State Bank. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers integrated legal-service pathways alongside its advisory services.

Client services

Based on The Wealth Consulting Group

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on The Wealth Consulting Group

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Based on The Wealth Consulting Group

Founder/Business Owner Executive

Demographic focus

Based on The Wealth Consulting Group

SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

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Fee options

Fixed

One-time fixed financial planning engagements typically range from $500 to $10,000 depending on scope and complexity.

Percentage

$1,000 - $10,000: 2.95% total fee for MWP platform (includes LPL program fee, strategist fee, and advisor fee) $1,000 - $10,000: 2.50% total fee for OMP platform (includes LPL program fee and advisor fee) $250,000+: 2.95% total fee for PWP platform (includes LPL fee, separate account manager fees, and advisor fee) $50,000+: 2.95% total fee for MAS platform (includes LPL program fee, manager fee, and advisor fee) $100,000+: 2.95% total fee for MAN platform (includes LPL program fee, manager fee, and advisor fee) $5,000+: 1.35% total fee for GWP platform (includes LPL program fee and advisor fee)

Commissions

Advisors may also be registered representatives receiving commissions from LPL Financial; commissions vary by product.

Project-based

Hourly consulting fees range from $100 to $500 per hour, based on complexity and advisor discretion.

Subscriptions

Ongoing financial advice fees charged at a non-negotiable monthly rate; specific amounts vary, billed directly to client.

Other

Account minimum: $1,000 Minimum fee: Financial planning fees generally range from $500 to $10,000; ongoing advice fees range from $500 to $8,000 annually. Fee-only: Financial planning fees generally range from $500 to $10,000; hourly consulting fees range from $100 to $500 per hour.

Location

See office

Ottawa, KS

401 S. Main Suite 110

Ottawa KS 66067

Advisors at this office

1

Most active in

Kansas

Work history

3 years of industry experience

WCG Wealth Advisors, LLC

2023 - Present • 3 years

Ottawa, KS

V Wealth Advisors LLC

2022 - 2023 • 1 year

Ottawa, KS

Impact Wealth Planners

2022 - Present • 4 years

Ottawa, KS

Kansas State Bank

2020 - 2022 • 2 years

Ottawa, KS

Student

2011 - 2019 • 8 years

Ottawa, 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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Luke H

Series 65, Series 63

Wellsville, KS

Eagle Strategies (NY Life)

Luke Henry is a financial advisor with Eagle Strategies (New York Life) holding Series 65 and Series 63 licenses and five years of industry experience. His career includes roles at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC, with recent positions at Eagle Strategies and Henry Financial Solutions, LLC. Outside of his advisory work, he serves as a City Council member in Wellsville, Kansas. Eagle Strategies serves a diverse client base including individuals, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Michael D

Series 63, Series 65

Wellsville, KS

Primerica Advisors

Michael Douglas is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has worked with Primerica since 1992 and previously held roles at Midtown Equity Mortgage and Catalent Pharma Solutions. Outside of advisory work, he is involved in sales of home security and automation product referrals through a Primerica affiliate. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies managed by third parties and offers a range of tactical and strategic investment approaches.

ESG / Sustainable investing Tax-loss harvesting Income planning

Jacob B

Series 66

Ottawa, KS

Edward Jones

Jacob Boyd is a Series 66-credentialed financial advisor with Edward Jones in Ottawa, KS, where he has worked since 2018. He has six years of industry experience and previously worked at Benedictine College and Boyd Farms. Outside of his advisory role, he is a partner in J&K Capital LLC, a real estate investment venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices and offers a range of advisory programs and affiliated investment products.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Jeffrey S

Series 63, Series 65

Wellsville, KS

Primerica Advisors

Jeffrey Schweda is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc. since the early 2000s and spent 13 years at Goodyear Tire. His other business activities include sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Joseph R

Series 63, Series 66

Ottawa, KS

LPL Financial

Joseph Randall is a financial advisor at LPL Financial with 20 years of industry experience. His prior work includes roles at Merrill and Bank of America. Outside of his advisory work, he is involved as a personal care assistant and operates a travel agency business. LPL Financial serves individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by proprietary research and third-party strategies.

College savings (529s, UTMA, etc.)
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Landon A

Series 66

Ottawa, KS

LPL Financial

Landon Ahring Randall is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Globe Life Liberty National Division and has outside employment as a DoorDash driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.

College savings (529s, UTMA, etc.)
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