user avatar

Patricia Omalley

Advisor at Benjamin F. Edwards & Company, Inc.

Updated today

Location

Abilene, KS 67410

Credentials

Series 63, Series 66

Industry experience

34 years

About

Patricia Omalley is a financial advisor with Benjamin F. Edwards & Company, Inc. in Abilene, Kansas. She holds Series 63 and Series 66 licenses and has 34 years of industry experience, including over a decade at Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs, financial planning, and investment management services that include both firm-developed and third-party model strategies.

Client services

Based on Benjamin F. Edwards & Company, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Benjamin F. Edwards & Company, Inc.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Benjamin F. Edwards & Company, Inc.

Executive Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial Planning negotiable flat fees; Plan Participant Consulting one-time fees with $200 minimum

Percentage

$0 - $250,000: 1.50% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $250,001 - $500,000: 1.25% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $500,001 - $1,000,000: 1.00% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $1,000,001+: 0.75% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $0 - $250,000: 2.25% (Exchange Traded Fund Portfolios - Confluence, First Trust) $250,001 - $500,000: 1.75% (Exchange Traded Fund Portfolios - Confluence, First Trust) $500,001 - $1,000,000: 1.50% (Exchange Traded Fund Portfolios - Confluence, First Trust) $1,000,001+: 1.25% (Exchange Traded Fund Portfolios - Confluence, First Trust) $0 - $250,000: 1.75% (Exchange Traded Fund Portfolios - Morningstar) $250,001 - $500,000: 1.50% (Exchange Traded Fund Portfolios - Morningstar) $500,001 - $1,000,000: 1.25% (Exchange Traded Fund Portfolios - Morningstar) $1,000,001+: 1.00% (Exchange Traded Fund Portfolios - Morningstar) $0 - $100,000: 1.25% (Exchange Traded Fund Portfolios - BFE models) $100,001 - $350,000: 1.00% (Exchange Traded Fund Portfolios - BFE models) $350,001+: 0.75% (Exchange Traded Fund Portfolios - BFE models) $0 - $250,000: 2.00% (Client Portfolios) $250,001 - $500,000: 1.50% (Client Portfolios) $500,001 - $1,000,000: 1.25% (Client Portfolios) $1,000,001 - $2,500,000: 1.00% (Client Portfolios) $2,500,001 - $5,000,000: 0.65% (Client Portfolios) $0 - $250,000: 2.25% (Private Portfolios) $250,001 - $500,000: 1.75% (Private Portfolios) $500,001 - $1,000,000: 1.50% (Private Portfolios) $1,000,001 - $2,500,000: 1.25% (Private Portfolios) $2,500,001 - $5,000,000: 0.85% (Private Portfolios) $5,000,001+: 0.75% (Private Portfolios) $0 - $500,000: 2.75% Equity / 1.25% Fixed Income (Separately Managed Portfolios) $500,001 - $1,000,000: 2.25% Equity / 1.15% Fixed Income (Separately Managed Portfolios) $1,000,001 - $2,500,000: 1.75% Equity / 1.00% Fixed Income (Separately Managed Portfolios) $2,500,001+: 1.25% Equity / 0.85% Fixed Income (Separately Managed Portfolios) $0 - $500,000: 2.25% (Unified Managed Account) $500,001 - $1,000,000: 1.75% (Unified Managed Account) $1,000,001 - $2,500,000: 1.25% (Unified Managed Account) $2,500,001+: 1.00% plus manager cost 0.00% to 0.50% (Unified Managed Account)

Commissions

Brokerage accounts with transaction-based commissions; commissions refunded if advisory account more appropriate.

Project-based

Financial Planning hourly rate $300/hour

Subscriptions

Plan Participant Consulting may be charged as annual flat fee or based on plan value, minimum $200, max 1% of plan value

Other

Account minimum: $5,000 Minimum fee: $125 minimum annual fee applies to all investment advisory accounts Fee-only: Financial Planning: $300/hour or negotiable flat fee; Retirement Plan Consulting, Investment Management Consulting, and Plan Participant Consulting fees are negotiable and depend on services provided.

Location

102 Nw 3 Rd St

Abilene, KS 67410

Most active in

Kansas · Texas

Work history

Benjamin F Edwards & Co

2013 - Present (13 years)

Disclosures

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

Business activities & affiliations

user avatar

Amanda C

Series 66

Abilene, KS

Benjamin F. Edwards & Company, Inc.

Amanda Cormack is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been with Benjamin F. Edwards since 2014. Outside of her advisory role, she serves as a substitute pianist and preacher at the First United Methodist Church of Abilene. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner

Bryce K

CFP®, Series 66

Abilene, KS

Edward Jones

Bryce Koehn is a CFP® and holds a Series 66 license, with 18 years of experience in the financial industry. He has been with Edward Jones since 2008, working out of Abilene, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and provides affiliated capabilities including mutual funds, a trust company, and securities-based lending.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar

Jeffrey H

CFP®, Series 63, Series 66

Abilene, KS

Ameriprise

Jeffrey Hoover is a CFP® professional with 30 years of industry experience, currently serving at Ameriprise since 2013. He holds Series 63 and Series 66 licenses and is based in Abilene, KS. Hoover is also involved in fiduciary activities as a trustee. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement who meet specific asset criteria, providing tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support retirement income strategies, primarily for clients with assets managed within Ameriprise.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Travis S

Series 66

Abilene, KS

LPL Financial

Travis Sawyer is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles with Waddell & Reed, Inc. and various insurance carriers. Outside of his advisory work, he has served as a trustee in a fiduciary capacity and participated in local community organizations such as the City of Abilene Planning Commission and the Abilene Area Chamber of Commerce. 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 range of investment delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Diana M

CFP®, Series 66

Abilene, KS

Ameriprise

Diana Miller is a CFP® and Series 66-registered advisor with Ameriprise in Abilene, Kansas, bringing 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Outside of her advisory role, she serves as Treasurer on the Junior League board and is a member of the St. Andrews School Board Council. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations alongside a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Ann S

Series 63, Series 65

Abilene, KS

LPL Financial

Ann Strunk is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Waddell & Reed, INC. and various insurance carriers. Outside of her advisory role, she has been involved with the Abilene Lions Club and Abilene Parks and Recreation. 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 range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")