Top financial advisors in Garden City, 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 seek a financial advisor in Garden City, KS when facing complex financial decisions like retirement planning, investment management, or tax strategies. A common pitfall is working with an advisor who applies generic advice without considering your local economic environment and personal goals.
- Local market knowledge. Confirm how familiar they are with Garden City's economic factors that could impact your investments and financial plans.
- Experience depth. Ask about their years of practice and how that experience translates into handling diverse financial situations.
- Fee structure clarity. Understand whether they charge flat fees or commissions, and how that might affect the advice you receive.
- Client focus. Inquire about the types of clients they typically work with to see if your financial situation aligns with their expertise.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Angela B
Series 66
Garden City, KS
LPL Enterprise
Angela Bordewick offers expertise in general retirement planning and tax-loss harvesting, supported by four years of industry experience and a Series 66 designation. Operating within LPL Enterprise, a large firm, she provides flat-fee financial planning services and caters to self-employed individuals and business owners, distinguishing her approach from advisors with different fee structures or client focuses in Garden City, KS.
Experience: 4 years
Avg account: $239,757
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Anthony B
Series 63, Series 65
Garden City, KS
Pinion Wealth Management, LLC
Anthony Bell offers extensive expertise in private and alternative investments, along with options and derivatives strategies, making him well-suited for complex financial needs in Garden City, KS. With 29 years of experience and a flat-fee structure for consultations, he provides personalized advisory services through Pinion Wealth Management, which integrates CPA and broker-dealer resources to support diverse client types including individuals and retirement plan sponsors.
Experience: 29 years
Avg account: $1,039,139
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Larry N
Series 63
Garden City, KS
Ameriprise
Larry Nance specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Garden City, KS. With 39 years of experience at Ameriprise, a large firm known for research-driven, tailored recommendations, he offers a 0.15% AUM fee structure and focuses on clients with substantial investable assets.
Experience: 40 years
Avg account: $471,167
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Jeffrey W
Series 66
Garden City, KS
Edward Jones
Jeffrey Weeast Jr. offers wealth management and tax-loss harvesting expertise in Garden City, KS, supported by 19 years of industry experience and a Series 66 license. Affiliated with Edward Jones, a large firm with over 23,000 advisors, he provides access to diverse investment solutions and serves a broad client base, differentiating him from smaller local advisors.
Experience: 19 years
Avg account: $246,728
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Roger R
Series 63, Series 66
Garden City, KS
Raymond James Financial
Roger Ratliff offers extensive expertise in retirement and business succession planning, supported by 36 years of experience and Series 63 and 66 licenses, making him well-suited for complex financial needs in Garden City, KS. Affiliated with Raymond James Financial, a large firm known for non-discretionary planning and flat-fee structures, he serves a diverse client base including high-net-worth individuals and pension plans, distinguishing him from advisors with narrower focuses or different fee models.
Experience: 36 years
Avg account: $700,796
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