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Shawn M Powell

Advisor at 3rd Level Wealth — Hutchinson, KS

Updated today

Credentials

Series 66

Experience

12 years

Location

Hutchinson, KS 67501

3rd Level Wealth logo

3rd Level Wealth

Independent

Total advisors

1

Clients per advisor

28 High

Avg AUM per client

$71,429 Very Low

HNW client ratio

0% Low

About

Shawn Powell is a Series 66-licensed financial advisor with 12 years of industry experience. He is the sole advisor at 3rd Level Wealth, an independent registered investment adviser based in Hutchinson, KS. Powell has worked previously at firms including Waddell & Reed and Cetera Advisor Networks, and he is also involved with 3rd Level Tax, a separate business providing tax preparation and planning services. 3rd Level Wealth offers discretionary asset management to individual clients and small businesses, managing approximately $2 million across 28 client relationships. The firm employs a passive investment approach using low-cost index funds and ETFs, with services that may include financial planning covering investments, taxes, estate planning, and retirement income.

Client services

Based on 3rd Level Wealth

Financial planning Portfolio management

Expertise

Based on 3rd Level Wealth

Wealth management General estate planning guidance Retirement income strategy College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,000.01 - $3,000,000: 0.80% $3,000,000.01 - $10,000,000: 0.40% $10,000,000.01+: 0%

Other

Account minimum: $100,000

Location

Hutchinson, KS

10 S. Main St., Suite 4

Hutchinson KS 67501

Advisors at this office

1

Most active in

Kansas

Work history

12 years of industry experience

3rd Level Tax

2024 - Present • 2 years

Hutchinson, KS

Crosspoint Church

2022 - Present • 4 years

Russell, KS

3rd Level Wealth, LLC

2021 - Present • 5 years

Hutchinson, KS

Cetera Advisor Networks LLC

2019 - 2022 • 3 years

Wichita, KS

CWM, LLC

2019 - 2021 • 2 years

Wichita, KS

Waddell & Reed Inc

2016 - 2019 • 3 years

Wichita, 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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Seth S

Series 66

Hutchinson, KS

North Fork Financial, LLC

Seth Surface is a Series 66-licensed financial advisor with North Fork Financial, LLC, where he has worked since 2021. He has five years of industry experience, including roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory work, he serves as a high school football official in Kansas. North Fork Financial provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $27.8 million in discretionary assets and employs a variety of asset-allocation strategies, combining qualitative and technical analysis with both long- and short-term trading approaches.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Shawn W

CFP®, Series 66

Hutchinson, KS

North Fork Financial, LLC

Shawn Wyatt is a CFP®-certified financial advisor with 17 years of industry experience, currently practicing at North Fork Financial, LLC. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Wyatt serves as a volunteer board member and financial services committee member for the Kansas Area United Methodist Foundation. North Fork Financial provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $27.8 million in discretionary assets and employs a variety of asset-allocation strategies, combining qualitative and technical analyses with both long- and short-term trading approaches.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Lori M

Series 63, Series 65

Hutchinson, KS

Packerland Brokerage Services, Inc.

Lori Miller is a financial advisor at Packerland Brokerage Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Packerland since 2011. She also operates Heartland Retirement & Benefits Consulting, LLC, where she serves as an agent providing life, health, disability, annuities, Medicare, and long-term care services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management through a variety of platforms, including firm-managed portfolios and third-party co-advisory arrangements.

Retirement income strategy Options & derivatives strategies Wealth management
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Corbin Y

Series 66

Hutchinson, KS

Packerland Brokerage Services, Inc.

Corbin Yutzy is a financial advisor at Packerland Brokerage Services, Inc. with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Solid Financial Solutions Inc, Jackson Dairy, Arconic, UPS, and Glenn's Bulk Food Shoppe & Gospel Bookstore. He volunteers to lead a monthly financial education class for foster children through Youthrive in Hutchinson, KS. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management and utilizes firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Cameron K

Series 63, Series 65

Buhler, KS

Nwf Advisory Services Inc

Cameron Kaufman is an investment advisor representative at NWF Advisory Services Inc with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including The Ameriflex Group, Osaic, Kaufman Financial, LLC, Independent Financial Group, and Main Street Advisors, LLC. Kaufman serves as a volunteer board member for the Buhler Community Foundation. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture wealth management platform combining advisor-managed portfolios, third-party models, and both strategic long-term and tactical investment approaches.

Wealth management Active portfolio management
user avatar

Benjamin M

Series 63, Series 65

Hutchinson, KS

Packerland Brokerage Services, Inc.

Benjamin Maser is a financial advisor with Packerland Brokerage Services, Inc. in Hutchinson, Kansas, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with Packerland since 2009 and also holds leadership roles in Solid Financial Solutions Inc. and Jab Properties. Outside of advising, he owns Moe Joe Advertising LLC, a digital billboard advertising business. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through multiple platforms, including Hilltop/Envestnet, and manages approximately $909 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
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