Top wealth management 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 significant assets and planning for long-term financial goals, you need an advisor who understands how to balance growth, income, and risk over time. Without this expertise, you might face strategies that overlook your unique cash flow needs or tax implications.

  • Holistic asset oversight. Look for advisors who integrate your investments, savings, and income sources into a unified plan rather than treating each separately.
  • Succession planning insight. In rural areas like Hays, KS, advisors should be familiar with agricultural land and family business succession to help preserve wealth across generations.
  • Tax-aware management. Confirm how they approach tax efficiency, including strategies to minimize liabilities while maintaining portfolio flexibility.
  • Experience with life stages. Ask how they adjust plans as your priorities shift, such as retirement, education funding, or legacy goals.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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Timothy S

ChFC®, Series 63

Hays, KS

Launch Wealth

Timothy Schumacher is a financial advisor at Launch Wealth with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Penn Mutual and Hornor, Townsend & Kent. Launch Wealth serves individual investors and employer plan sponsors by providing integrated wealth management that combines portfolio management and financial planning. The firm employs a fee-only model and focuses on asset allocation using both passive and active strategies, with specialized retirement plan consulting and discretionary account management tailored to client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance
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Andrea D

Series 63, Series 65

Hays, KS

Primerica Advisors

Andrea Dinkel is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with Primerica Financial Services since 2003 and has been associated with PFS Investments Inc. since 2005. Outside of advisory services, she is an owner-member of Dinkle Oil, LLC, a non-investment business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Dan M

Series 63, Series 65

Hays, KS

Nwf Advisory Services Inc

Dan Meckenstock is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at The Ameriflex Group, OSAIC, Main Street Advisors, and Independent Financial Group. Outside of advising, he is an author and publisher through Meckenstock Publishing and owns a hospitality business, Kozy Kottage, where he manages rental property operations. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of investment programs through an open-architecture platform that incorporates both strategic long-term and short-term tactical strategies.

Wealth management Active portfolio management
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Joseph H

Series 66, Series 63, Series 65

Hays, KS

Empower Advisory Group

Joseph Hillebrand is a financial advisor with Empower Advisory Group, holding Series 66, Series 63, and Series 65 credentials and 19 years of industry experience. He has worked at GWFS Equities Inc. since 2014. Outside of his advisory role, he serves as a pitching coach for the USD 489 School District. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and savings rates rather than short-term forecasts.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Derek G

CFP®, Series 63

Hays, KS

LPL Financial

Derek Gerstner is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. His prior experience includes roles at Cadaret, Grant & Co., Inc., Heritage Insurance Agency, and Avantax Investment Services, Inc. He is also involved in tax preparation and accounting through Simons Tax & Financial, where he has been active since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by a range of research and portfolio management tools.

College savings (529s, UTMA, etc.)
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Jared F

Series 65

Huntington Beach, CA

Northwest Asset Management

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Retirement income strategy Wealth management Active portfolio management Founder/Business Owner
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Elizabeth B

Series 66

New York, NY

J.P. Morgan Securities

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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David H

Series 65

Irvine, CA

Martin Wealth Management, LLC

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Medicare planning Annuities
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Hassan A

Series 65, Series 63

Rockville, MD

LPL Financial

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Amanda S

Series 66

Ft. Wayne, IN

Raymond James & Associates

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive

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