Top financial advisors in Emporia, 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.
You might be considering financial advice in Emporia, KS because you're facing a major life event like retirement, a job change, or managing an inheritance. Without focused guidance, it's easy to overlook local tax rules or miss opportunities unique to your community.
- Local tax insight. Confirm how the advisor navigates Kansas state tax laws and Emporia-specific financial considerations.
- Experience with regional markets. Ask how they incorporate local economic factors into your investment and retirement plans.
- Coordination with local professionals. Check if they collaborate with nearby accountants or attorneys to align your financial strategy.
- Clear fee structure. Understand how their fees work, especially if they offer flat-fee options common among Emporia advisors.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Daniel R
Series 66
Emporia, KS
Cetera
Daniel Robertson's 25 years of experience and Series 66 credential equip him to address retirement and wealth management needs in Emporia, KS, with a strong understanding of local tax implications through his CPA firm. His affiliation with Cetera, a large firm offering diverse portfolio management and fiduciary services, and his flat-fee planning options distinguish him from other advisors in the area.
Experience: 25 years
Avg account: $306,089
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Jonathan G
CFP®, Series 63, Series 66
Emporia, KS
Edward Jones
Jonathan Geitz offers expertise in wealth management and tax-loss harvesting, supported by 26 years of experience and CFP® certification, making him well-equipped to address financial needs in Emporia, KS. His affiliation with Edward Jones, a large firm managing over $1 trillion in assets, provides access to diverse advisory programs and a structured fee of up to 1.35% annually, distinguishing him from advisors at smaller firms.
Experience: 27 years
Avg account: $246,728
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Jake S
Series 66
Emporia, KS
Ameriprise
Jake Scott specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Emporia, KS. Working with Ameriprise, a large firm offering tax-efficient retirement planning and a 0.15% AUM fee, he brings four years of experience and local financial insight, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 4 years
Avg account: $471,167
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Guy J
Series 63, Series 65
Emporia, KS
LPL Financial
Guy Jensen's 22 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting make him well-equipped to address financial needs in Emporia, KS, including local tax considerations. Affiliated with LPL Financial, a large firm offering diverse investment models and flat-fee financial planning, he also brings additional value through insurance services, distinguishing him from other advisors in the area.
Experience: 23 years
Avg account: $399,489
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Diana H
Series 63, Series 65
Allen, KS
Primerica Advisors
Diana Hizar's experience with income planning and tax-loss harvesting aligns well with financial needs in the Emporia area, especially considering local tax implications. Working at Primerica Advisors, a large firm offering discretionary asset management and tiered wrap-fee structures, she brings a structured investment approach and serves both individual and high-net-worth clients, differentiating her from advisors with smaller practices or different fee models.
Experience: 7 years
Avg account: $228,117
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