user avatar

Parker Robert Worley

Advisor at 49 Financial — Leawood, KS

Updated today

Credentials

Series 65

Experience

1 year

Location

Leawood, KS 66251

49 Financial logo

49 Financial

Multi-team

Total advisors

145

Across 15 offices

Clients per advisor

26 Very Low

Avg AUM per client

$344,115 Low

HNW client ratio

6% Low

About

Parker Worley is a Series 65-licensed advisor with 1 year of industry experience, currently with 49 Financial. His prior work includes roles outside the financial sector, such as positions at The Green Lady Lounge and The Jayhawk Club. Worley is also involved as an insurance agent with the Financial Independence Group. 49 Financial serves a varied client base, including individuals, high-net-worth clients, trusts, and corporations, providing financial planning, investment management, and family office services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and utilizes proprietary and third-party model portfolios.

Client services

Based on 49 Financial

Financial planning Portfolio management Selection of other advisers

Expertise

Based on 49 Financial

General estate planning guidance Tax strategies for small businesses Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on 49 Financial

Founder/Business Owner Executive Retired

Demographic focus

Based on 49 Financial

Values-based investing Established Professionals

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fee financial planning and advanced planning engagements, up to $5,000 and $75,000 respectively

Percentage

up to 1.65%, negotiable based on account size, complexity, and other factors

Commissions

Certain advisory professionals may earn commissions from sales of securities and insurance products through affiliated broker-dealer and insurance licenses

Subscriptions

Fractional Family Office Services - fees ranging $2,500 to $10,000/month for standard services, $5,500 to $30,000/month for premium services, plus onboarding fees

Other

Account minimum: $25,000 Minimum fee: Financial planning limited engagements: up to $5,000 fixed fee; ongoing financial planning: up to $75,000 annually fixed fee; advanced planning: up to $75,000 fixed fee Fee-only: Financial planning and consulting services charged as fixed fees ($5,000 max project-based, up to $75,000 annually ongoing)

Location

See office

Leawood, KS

6550 Sprint Parkway

Leawood KS 66251

Advisors at this office

8

Most active in

Kansas

Work history

1 year of industry experience

49 Financial

2024 - Present • 2 years

Austin, TX

The Green Lady Lounge

2023 - 2023 • 1 year

Kansas City, KS

The Jayhawk Club

2023 - 2023 • 1 year

Lawrence, KS

The Slice of History

2022 - 2024 • 2 years

Lawrence, KS

University of Kansas

2020 - 2024 • 4 years

Lawrence, KS

South Texas Cuisine

2020 - 2020 • 1 year

San Antonio, TX

Postmates

2020 - 2020 • 1 year

San Antonio, TX

Unemployed Minor

2014 - 2020 • 6 years

San Antonio, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Scott S

CFP®, JD

Leawood, KS

Oread Wealth Partners

Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients align their finances with what’s most important in their lives. Whether it be tax planning, identifying & reducing risks to your wealth, cash flow planning, estate planning or investing, Scott provides value to clients encompassing a variety of financial planning areas. Oread Wealth Partners is a fiduciary financial planning and wealth management firm serving physicians and business owners nationwide, helping them navigate financial decisions & prepare for the retirement they want.

Business ownership considerations General tax planning Cash flow / budgeting Business sale tax planning General retirement planning Founder/Business Owner Doctor or Medical Professional Retired Approaching retirement Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Christopher K

Series 65, Series 66

Overland Park, KS

Rpr Financial

Christopher Knowles is a financial advisor at RPR Financial in Overland Park, KS, holding Series 65 and Series 66 licenses with four years of industry experience. He has worked at RPR Financial since 2018 and previously held roles at Knowmoore LLC, Barber Financial Group, Edward Jones, and is involved with Underdog Wine Co. Since 2023, he has also served as Director of Ways and Means for the Santa Fe Trail Blazers. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and offers a range of services including discretionary portfolio management, model asset allocation strategies, and financial planning, supported by an affiliation with an in-house CPA practice.

Concentrated stock management Options & derivatives strategies Executive Founder/Business Owner
user avatar

Andrew H

CFP®, Series 66

Overland Park, KS

OSAIC

Andrew Hadel is a CFP® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. for 15 years and spent a year with LPL Financial. He also operates Hadel Financial, providing services related to life insurance and business continuation strategies. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party resources to manage portfolios across a range of investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Lucas F

Series 66, ChFC®, Series 7, CRPC®, CFP®

Overland Park, KS

Proper Planning

I founded my firm to help families and business owners make confident financial decisions, without the confusion, pressure, or one-size-fits-all advice that too often dominates this industry. Before entering wealth management over a decade ago, I founded and operated a successful software company in Overland Park. Running a business taught me how systems really work: cash flow, risk, tradeoffs, and the consequences of decisions made today that don’t show up until years later. That perspective still shapes how I approach financial planning: structured, consultative, and focused on solving real problems for my clients. We work with clients on comprehensive wealth management, retirement planning, and employer-sponsored retirement plans, including 401(k) and other qualified plans for small and mid-sized businesses. Early in my career I recognized the importance of constant improvement and learning. I hold the ChFC® (Chartered Financial Consultant®), CRPC® (Chartered Retirement Planning Counselor®) and CRPS® (Chartered Retirement Plans Specialist®) designations through the College for Financial Planning. More importantly, I believe good advice starts with listening. Every client’s situation is different, and effective planning requires understanding your goals, values, and preferences, not just numbers on a page. When I’m not working, you’ll usually find me spending time with my family, supporting my kids’ activities, traveling, enjoying winter sports, or continuing to deepen my knowledge of finance, technology, and business. I consider it a privilege to do this work. My goal as a founder and advisor is simple: build long-term relationships and provide clear, thoughtful guidance that helps clients move forward with confidence.

Retirement income strategy Roth conversion strategy General retirement planning Equity compensation tax strategy Tax strategies for small businesses Founder/Business Owner
user avatar

Amy W

CFP®, Series 66

Overland Park, KS

Prairie Ridge Asset Management, LLC

Amy White is a CFP® and holds a Series 66 license, with 27 years of experience in the financial services industry. She has worked at Cambridge Investment Research, Inc. and Steffes Financial, Ltd. before founding Prairie Ridge Asset Management, LLC in 2017. Amy operates as the sole advisor at Prairie Ridge, based in Overland Park, KS. Prairie Ridge Asset Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a modern portfolio theory-based investment approach focused on global diversification and fundamental analysis, and is notable for its pension consulting and retirement-plan advisory offerings.

Business succession planning
user avatar

Michael H

Series 63, Series 66

Overland Park, KS

Penn Wealth Management

Michael Hazell is a financial advisor at Penn Wealth Management in Lenexa, KS, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has led Penn Wealth Management since 2008. In addition to his advisory role, he operates Penn Wealth Publishing, producing investment-related articles for a subscribing audience. Penn Wealth Management is an independent, fee-only advisory firm serving individuals, trusts, and small businesses with discretionary investment management and comprehensive financial planning. The firm employs a strategic asset-allocation, core/satellite investment approach and manages approximately $15 million across various account types.

College savings (529s, UTMA, etc.) General tax planning Active portfolio management Union Employee
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")