Top financial advisors in Atchison, KS
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you own agricultural land or a family business in Atchison, KS, you need an advisor who understands how to plan for passing these assets to the next generation smoothly. A common mistake is treating succession planning like a simple will update instead of a complex, ongoing strategy.
- Agricultural land expertise. Confirm how they handle land valuation, tax implications, and conservation easements specific to farming properties.
- Family business transition. Ask about their approach to balancing family dynamics with business continuity and tax efficiency.
- Multi-generational planning. Look for advisors who integrate estate, tax, and retirement plans to protect your legacy over time.
- Local regulatory knowledge. Ensure they understand Kansas state laws affecting land and business succession to avoid costly errors.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jackson B
Series 63, Series 66
Atchison, KS
Fidelity
Jackson Brimblecom at Fidelity in Atchison, KS, offers expertise in active portfolio management and charitable giving, supported by Series 63 and 66 credentials and two years of industry experience. Fidelity's large-firm resources provide a sophisticated investment approach combining fundamental research and quantitative analysis, which may benefit clients seeking structured strategies alongside succession planning for agricultural land or family businesses.
Experience: 3 years
Avg account: $234,793
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Mark B
Series 63, Series 65
Atchison, KS
Equitable Advisors
Mark Begley offers 32 years of experience in financial planning with a focus on retirement income strategy and Social Security optimization, making him well-suited for clients in Atchison, KS approaching retirement. Affiliated with Equitable Advisors, a large firm serving high-net-worth individuals, he provides flexible fee structures and access to diverse asset management programs, distinguishing him from other local advisors.
Experience: 33 years
Avg account: $570,841
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Alex G
Series 65, Series 63
Atchison, KS
Thrivent Investment Management
Alex Gehring's 12 years of experience and focus on business ownership considerations equip him to address complex succession planning for agricultural land and family businesses in Atchison, KS. Working with Thrivent Investment Management, a large firm offering Dedicated Planning Services and holistic, goal-based financial analyses, he provides a structured approach that integrates planning with managed accounts, distinguishing him from advisors at smaller firms.
Experience: 13 years
Avg account: $162,801
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Michael H
Series 66
Atchison, KS
Edward Jones
Michael Hundley, based in Atchison, KS, specializes in multi-generational wealth transfer and tax-loss harvesting, making him well-suited for managing agricultural land and family business succession. Affiliated with Edward Jones, a large full-service firm, he offers a range of investment solutions with a program fee up to 1.35% annually, providing clients access to comprehensive wealth management services.
Experience: 16 years
Avg account: $246,728
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Timothy G
PFS™, Series 65
Atchison, KS
Strategic Asset Management, LLC
Timothy Gottschalk's 27 years of experience and leadership roles in local businesses position him well to address the complexities of agricultural land and family business succession in Atchison, KS. His firm, Strategic Asset Management, LLC, manages $32 million with a focus on long-term, diversified passive investing and integrates tax and trust advice through an affiliated accounting practice, offering a comprehensive approach compared to other advisors.
Experience: 27 years
Avg account: $200,256
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