Top financial advisors in Great Bend, 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 Great Bend, KS, you might need an advisor who understands how to plan for passing these assets to the next generation. Without this expertise, you risk costly tax mistakes or family disputes that can erode your legacy.
- Succession planning knowledge. Confirm how they approach transferring farm or business ownership smoothly across generations.
- Tax strategy insight. Ask how they help minimize estate and inheritance taxes specific to rural assets.
- Family dynamics awareness. See if they consider family relationships and communication in their planning process.
- Local market familiarity. Check their experience with Great Bend's agricultural economy and legal environment.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Robert A
Series 63
Great Bend, KS
Private Advisor Group, LLC
Robert Anderson's extensive 44 years of experience and role as a retired founder/business owner equip him to understand the complexities of succession planning for agricultural land and family businesses in Great Bend, KS. Operating within Private Advisor Group, a large firm managing over $41 billion, he offers flexible fee structures including flat fees and negotiable AUM rates, serving a diverse client base with comprehensive financial planning and portfolio management services.
Experience: 44 years
Avg account: $330,212
-
Dennis S
Series 66
Great Bend, KS
Independent Financial Partners
Dennis Sherman offers 27 years of experience in Great Bend, KS, with expertise in retirement income strategy and tax-loss harvesting, which can support complex succession and tax planning needs for agricultural landowners. Affiliated with Independent Financial Partners, a large nationwide firm, he provides flat-fee financial planning and serves diverse clients including business owners and executives, distinguishing him through a broad service scope and seasoned insight.
Experience: 27 years
Avg account: $225,569
-
Patrick M
Series 65, Series 66
Great Bend, KS
Gbks Llc
Patrick Mc Ginn in Great Bend, KS, offers expertise in options, derivatives, and concentrated stock management, which can be valuable for managing complex agricultural or family business assets. His firm, GBKS LLC, uses a multi-method investment approach and serves high-net-worth clients with a 0.85% annual fee, distinguishing him with a broad investment strategy and independent status compared to others.
Experience: 3 years
Avg account: $281,429
-
Leslie K
Series 63, Series 65
Great Bend, KS
OSAIC
Leslie Klug's 11 years of experience and Series 63 and 65 licenses position her to address complex financial needs in Great Bend, KS, including succession planning for family businesses. Working with OSAIC, a large firm offering flat-fee structures and comprehensive investment processes, she supports diverse clients with tailored strategies that consider risk tolerance and asset allocation, distinguishing her from advisors with narrower focuses.
Experience: 12 years
Avg account: $398,336
-
James V
Series 63, Series 66
Great Bend, KS
Edward Jones
James Vopat offers expertise in multi-generational wealth transfer and tax-loss harvesting, crucial for managing agricultural land and family business succession in Great Bend, KS. With 28 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he provides seasoned wealth management services with an annual program fee up to 1.35%, distinguishing him from other local advisors.
Experience: 28 years
Avg account: $246,728
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Great Bend, KS
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)