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Ryan Wayne Shumaker

Advisor at Next Generation Investing, LLC — Topeka, KS

Updated today

Credentials

Series 66

Experience

18 years

Location

Topeka, KS 66614

Next Generation Investing, LLC logo

Next Generation Investing, LLC

Supported

Total advisors

3

Clients per advisor

82 High

Avg AUM per client

$514,286 Low

HNW client ratio

47% High

About

Ryan Shumaker is a financial advisor with Next Generation Investing, LLC in Topeka, KS. He holds a Series 66 designation and has 18 years of industry experience. Prior to his current role, he worked at World Equity Group and TCM Securities. Outside of advising, Shumaker owns several businesses including a tax preparation firm and provides educational seminars and portfolio management services through an affiliated registered investment advisor. Next Generation Investing provides financial planning and discretionary portfolio management to individuals, small businesses, charities, private foundations, and institutional clients. The firm manages approximately $128 million, employs a multi-strategy investment approach, and licenses investment models to other advisors.

Client services

Based on Next Generation Investing, LLC

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

Expertise

Based on Next Generation Investing, LLC

Charitable giving & philanthropy General estate planning guidance Income planning

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Fee options

Fixed

Fixed flat fee from $500 to $10,000 per plan, negotiable, depending on complexity; workshops up to $100

Percentage

$0 - $250,000: 2.20% annually (0.1834% per month) $250,000 - $500,000: 2.10% annually (0.1750% per month) $500,000 - $1,000,000: 2.00% annually (0.1667% per month) $1,000,000 - $2,000,000: 1.90% annually (0.1584% per month) $2,000,000+: 1.80% annually (0.1500% per month)

Project-based

Up to $150 per hour, negotiable

Other

Account minimum: $300,000 for asset management services; $1,000,000 net worth for financial planning services (may be waived or lowered at firm's discretion) Fee-only: Negotiable hourly fee up to $150 per hour; negotiable fixed flat fee ranging from $500 to $10,000 per financial plan depending on complexity; financial planning workshops fee up to $100

Location

Topeka, KS

5909 SW 28th St. #100

Topeka KS 66614

Advisors at this office

3

Most active in

Kansas · Texas

Work history

18 years of industry experience

World Equity Group

2019 - Present • 7 years

Lawrence, KS

TCM Securities

2014 - 2019 • 5 years

Woodstock, GA

Next Generation Investing, LLC

2009 - Present • 17 years

Topeka, KS

Research Retirement and Tax Solutions

2007 - 2023 • 16 years

Topeka, 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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Korwin W

Series 63, Series 65

Topeka, KS

KDWALLSTREET Investment Advisor LLC

Korwin Wall is the principal of KDWALLSTREET Investment Advisor LLC in Topeka, KS, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has led his firm since 1999. Outside of investment advisory, he owns and manages KDWallStreet FINANCIAL Services LLC, which provides tax preparation, bookkeeping, and business consulting services. KDWALLSTREET Investment Advisor LLC serves primarily individual clients, including high-net-worth households, offering investment supervisory services and financial planning for approximately 91 client relationships with $26.5 million in assets under management. The firm combines strategic asset allocation with a cash-needs bucket approach and employs various investment instruments and option strategies, alongside affiliated financial businesses in accounting, mortgage financing, and insurance.

Options & derivatives strategies Retirement income strategy Retired Christian Faith Based
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Nicholas S

Series 65, Series 66

Topeka, KS

Avant Wealth Management, LLC

Nicholas Schilling is the sole advisor at Avant Wealth Management, LLC in Topeka, KS. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. His prior roles include positions at AE Wealth Management, LLC, Advisors Excel, and FMT Solutions, LLC. Schilling is also licensed as a life and health insurance agent and provides business management consulting outside of his advisory work. Avant Wealth Management is an independent, single-advisor registered investment adviser serving individuals, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing both fundamental and technical analysis to develop tailored investment strategies.

Options & derivatives strategies Real estate investing
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John M

Topeka, KS

Minnick Capital Management

John Minnick is the sole advisor at Minnick Capital Management, an independent firm based in Topeka, Kansas. He holds a CFA designation and a law license, and has 46 years of industry experience, having founded his firm in 1972. Outside of his advisory work, he serves as corporate secretary and director of his college fraternity’s alumni association on a non-compensated basis and acts as a trustee for several family trusts. Minnick Capital Management serves individual investors, trusts, retirement plans, and charitable organizations with discretionary portfolio management and separate counseling. The firm’s investment approach combines fundamental and technical analysis, focusing on market trends, industry strength, and volatility, while tailoring portfolios to clients’ income, tax, and risk objectives.

Tax-loss harvesting Active portfolio management Concentrated stock management
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Kristopher M

Series 63

Topeka, KS

T & M Financial Inc.

Kristopher Miller is a financial advisor with T & M Financial Inc. in Topeka, KS, holding a Series 63 designation and 28 years of industry experience. He has worked at T & M Financial since 1997 and has also been associated with Tandem Advisors, Inc. and Tandem Securities, Inc. since 2006 and 2007, respectively. Outside of his advisory role, he is involved in property rental management. T & M Financial provides financial planning, consulting, and asset allocation recommendations to individuals, families, high-net-worth clients, and business entities, focusing on planning and referrals rather than discretionary asset management. The firm utilizes comprehensive client evaluations and research tools to recommend long-term investment strategies implemented through client-selected custodians or recommended providers.

College savings (529s, UTMA, etc.)
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Vincent F

Series 63, Series 65

Topeka, KS

Generations Wealth Design

Vincent Foster is a financial advisor at Generations Wealth Design with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors, Inc. and National Planning Corporation. Outside of advisory services, he is also an independent insurance agent specializing in fixed life insurance, fixed annuities, disability, and long-term care insurance. Generations Wealth Design is a Kansas-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and businesses. The firm offers discretionary wealth management and financial planning, constructing customized portfolios using mutual funds, ETFs, equities, bonds, and occasional stock options with a primarily long-term investment approach.

Concentrated stock management Stock option exercise strategy Retirement income strategy Tax-loss harvesting Wealth management Founder/Business Owner Executive Mid-Career Professionals
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James L

Series 63, Series 65

Topeka, KS

Paladin Financial

James Lord is a financial advisor at Paladin Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Gradient Securities, LLC, and LORD'S WEALTH PARTNERS, LLC. Outside of his advisory roles, he is involved in recording motivational radio spots for a program called 90 Seconds to a Greater You. Paladin Wealth, LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as retirement plans, trusts, and other entities. The firm employs a range of investment approaches from long-term purchases to shorter-term trading and options, and offers specialized services for retirement plans as a limited-scope ERISA 3(21) adviser.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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