Large-firm financial advisors in Hays, 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.
When you're managing agricultural land or a family business in Hays, KS, you need an advisor who understands the complexities of succession planning and rural financial challenges. Without this expertise, you risk overlooking key tax and legal issues that can affect your family's legacy.
- Firm resources. Large firms often provide access to specialized teams and tools that can handle complex estate and business transitions.
- Succession planning depth. Confirm how they approach passing assets and management to the next generation, especially for farms or family businesses.
- Local market knowledge. Advisors familiar with Hays and surrounding rural areas can better navigate regional economic factors impacting your assets.
- Coordination with professionals. Ask how they work with your attorneys and accountants to align financial, legal, and tax strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Heather L
Series 63, Series 65
Hays, KS
Ameriprise
Heather Lyle at Ameriprise in Hays, KS, offers expertise in retirement income strategy and Social Security optimization, well-suited for clients approaching retirement in a large-firm setting. Her 21 years of experience, combined with personal involvement in family farming and tax preparation, provide a unique perspective on rural financial challenges and succession planning compared to other advisors.
Experience: 21 years
Avg account: $471,167
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Timothy W
Series 63
Hays, KS
Raymond James Financial
Timothy Werth's 33 years of experience and expertise in business succession planning and cash flow budgeting make him well-suited for managing complex family business transitions in Hays, KS. Affiliated with Raymond James Financial, a large firm offering flat-fee and hourly fee structures, he serves diverse clients including high-net-worth individuals and pension plans, providing tailored financial planning with a collaborative approach.
Experience: 33 years
Avg account: $700,796
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Andrea D
Series 63, Series 65
Hays, KS
Primerica Advisors
Andrea Dinkel's 20 years of experience with Primerica Advisors in Hays, KS, equip her to address complex succession planning and rural financial challenges typical for large-firm clients. Primerica's model-based strategies and tiered wrap-fee structure, combined with Andrea's expertise in ESG investing and tax-loss harvesting, differentiate her by offering tailored asset management focused on individual and high-net-worth clients rather than institutional plans.
Experience: 21 years
Avg account: $228,117
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Joseph H
Series 66, Series 63, Series 65
Hays, KS
Empower Advisory Group
Joseph Hillebrand at Empower Advisory Group in Hays, KS, offers expertise in retirement planning and income strategies, supported by 19 years of experience and Series 63, 65, and 66 licenses. His firm, a large one with flat-fee options, focuses on employer-sponsored retirement plans and integrates financial planning with investment management, distinguishing him from advisors with different fee structures or client focuses.
Experience: 19 years
Avg account: $565,063
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Derek G
CFP®, Series 63
Hays, KS
LPL Financial
Derek Gerstner's 21 years of experience and CFP® certification equip him to address complex financial needs in Hays, KS, especially for business owners and retirees. Affiliated with LPL Financial, a large firm offering in-house research and customizable portfolios, he provides flat-fee financial planning and specializes in wealth management, retirement plans, and tax-loss harvesting, distinguishing him from other local advisors.
Experience: 21 years
Avg account: $399,489
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