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Ryan Kilkenny

Advisor at Atomic Planning LLC

Updated today

Location

Gardner, KS

Credentials

Series 66

Industry experience

7 years

About

Ryan Kilkenny is a financial advisor at Atomic Planning LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2018 to 2021. Kilkenny served nine years in the United States Marine Corps before entering the financial services industry. Atomic Planning LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages portfolios tailored to client objectives using a combination of fundamental, technical, and cyclical analysis, and offers planning services at no additional cost for asset management clients.

Client services

Based on Atomic Planning LLC

Financial planning Portfolio management

Expertise

Based on Atomic Planning LLC

General retirement planning Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting

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Fee options

Percentage

$0 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.80% $10,000,000+: 0.70%

Project-based

$500 per hour

Location

Gardner, KS

Most active in

Kansas · Missouri · Texas

Work history

Atomic Planning LLC

2021 - Present (5 years)

Edward Jones

2018 - 2021 (3 years)

United States Marine Corps

2009 - 2018 (9 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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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
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John C

CFP®, Series 63, Series 65

Lenexa, KS

Chladek Wealth Management, LLC

John Chladek is a CFP®-certified financial advisor with 19 years of industry experience. He founded Chladek Wealth Management, LLC in 2009 and previously worked at TMFS-Providence, LLC. The firm serves individual clients, including high-net-worth individuals, providing financial planning and discretionary investment management. Chladek Wealth Management applies modern portfolio theory and fundamental security analysis to create diversified, risk-based portfolios, utilizing no-load mutual funds and ETFs while maintaining trading discretion. The firm offers both one-time and ongoing financial planning, portfolio management, and advisory services for held-away retirement accounts, with additional estate plan coordination through an independent third-party provider.

General retirement planning Charitable giving tax strategies Cash flow / budgeting Debt management
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Mark N

Series 63, Series 65

Overland Park, KS

Nasche Asset Management LLC

Mark Nasche is the sole advisor at Nasche Asset Management LLC in Overland Park, KS, holding Series 63 and Series 65 credentials with 41 years of industry experience. He previously worked at Oppenheimer & Co for 11 years before founding his current firm in 2020. Nasche Asset Management LLC provides asset management and investment advisory services to individuals, high-net-worth clients, families, and small businesses using separately custodied accounts. The firm employs a value-oriented, primarily long-term investment approach with tactical flexibility and manages accounts on a non-discretionary basis, requiring client approval before trades.

Options & derivatives strategies Active portfolio management Wealth management
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Melinda B

Series 65

Overland Park, KS

Retirement Roots Wealth Management LLC

Melinda Bell is a financial advisor at Retirement Roots Wealth Management LLC in Overland Park, KS, holding a Series 65 designation with five years of industry experience. She has worked with several firms including Gradient Advisors LLC and AE Wealth Management, LLC. In addition to advising, she owns and operates American Senior Benefits dba Retirement Roots LLC, where she provides insurance products and services. Retirement Roots Wealth Management LLC is a solo, state-registered advisory firm that offers comprehensive financial planning and consulting to individual clients. The firm refers clients to third-party money managers, notably Gradient Investments, and monitors their performance and suitability over time rather than managing portfolios directly.

General retirement planning Income planning Long-term care insurance General tax planning
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David W

CFP®

Overland Park, KS

Dynamic Wealth LLC

David Walsh is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Dynamic Wealth LLC since 2024. Prior to this, he spent two years with Creative Planning and nine years with Sunrise Advisors, Inc. In addition to his advisory role, Walsh operates Walsh Law LLC, a legal practice focused on business and estate planning services. Dynamic Wealth LLC is an independent, single-advisor firm managing approximately $23 million for a select group of high-net-worth individuals, families, trusts, foundations, donor-advised funds, and closely held businesses. The firm employs a long-term, goal-based investment approach using customized discretionary portfolios and maintains a formal affiliation with Walsh Law LLC to provide integrated estate, tax, and business legal services.

Cash flow / budgeting Executive Founder/Business Owner Mid-Career Professionals
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