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Chris M
Series 63, Series 65
Topeka, KS
Endeavor Private Wealth, Inc.
Chris McGee is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding Series 63 and Series 65 licenses with 26 years of industry experience. Prior to joining Endeavor Private Wealth in 2021, he worked for Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, McGee participates as a member of the Mid-American Angels Investment Network, which provides capital to early-stage companies. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million with a team of ten advisors. The firm emphasizes risk-adjusted, tax-aware asset allocations using a combination of active and passive strategies, implemented through in-house management, independent managers, and sub-advisors, and offers a range of investment and wealth management services including a wrap fee program and access to alternative investments.
Joanna B
Series 66
Topeka, KS
Endeavor Private Wealth, Inc.
Joanna Bambo is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Raymond James Financial and Starr Wealth Management. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing about $595 million through a team of ten advisors. The firm employs a mix of active and passive investment strategies with in-house and independent managers and offers services including financial planning, consulting, and fiduciary and non-fiduciary plan sponsor solutions.
Heidi M
Series 63, Series 65
Topeka, KS
Endeavor Private Wealth, Inc.
Heidi Mark is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, Kansas, holding Series 63 and Series 65 designations with 20 years of industry experience. She has worked at Endeavor Private Wealth since 2021 and previously spent five years at Wells Fargo Clearing. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts with a team of ten advisors. The firm employs a risk-adjusted, tax-aware investment approach using both active and passive strategies implemented through in-house management, independent managers, sub-advisors, and third-party platforms.
Ashton R
Series 65
Topeka, KS
Endeavor Private Wealth, Inc.
Ashton Rake is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 65 credential. He has one year of industry experience, having joined Endeavor Private Wealth in 2026 after roles at several other companies including Northwestern Mutual and Walgreens. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts with a team of ten advisors. The firm employs a mix of active and passive investment strategies and provides services including wealth management, financial planning, fiduciary support, and access to alternative investments.
Soren K
Series 65
Topeka, KS
Endeavor Private Wealth, Inc.
Soren Knapic is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 65 designation. He has been with Endeavor Private Wealth since 2021 and previously worked at DST / SS&C Technologies and Kansas State University. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, families, pension and profit-sharing plans, trusts, estates, charitable institutions, and businesses. The firm employs tax-aware, risk-adjusted asset allocations with a combination of active and passive strategies and offers both wrap fee programs and separately managed account platforms.
Brady F
Series 66
Topeka, KS
Endeavor Private Wealth, Inc.
Brady Franklin is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, with 10 years of industry experience. He holds a Series 66 designation and has worked at Endeavor Private Wealth since 2021, following five years at Wells Fargo Clearing. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million through a team of ten advisors. The firm employs risk-adjusted, tax-aware asset allocations using a combination of active and passive strategies and offers a range of investment and wealth management services, including a wrap fee program and access to alternative investments.
Kathleen H
CFP®, Series 66
Topeka, KS
Endeavor Private Wealth, Inc.
Kathleen Heit is a CFP® with 15 years of industry experience, currently serving at Endeavor Private Wealth, Inc. She has previously worked at Bowersock Capital, US Bank, Clayton Wealth Partners, and Oppenheimer. Outside of her advisory role, she serves as a trustee on the Board of Directors for Topeka Collegiate School and owns a family-operated juice business in Topeka, Kansas. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts. The firm constructs risk-adjusted, tax-aware asset allocations using a combination of active and passive strategies implemented through in-house management, independent managers, and specialist sub-advisors.
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