Seasoned financial advisors in Hutchinson, 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 seasoned financial advisor when managing complex agricultural land or planning family business succession in Hutchinson, KS. Without deep experience, advisors can overlook the unique challenges of rural wealth transfer and land valuation.
- Agricultural land expertise. Confirm how they handle land appraisal and tax implications specific to farming properties.
- Family business succession. Ask about strategies they use to balance family dynamics with financial goals during ownership transitions.
- Long-term relationship focus. Seasoned advisors often build multi-decade plans that adapt as your farm or business evolves.
- Local market knowledge. Understanding Hutchinson’s economic and regulatory environment can impact your financial outcomes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brian P
Series 63, Series 65
Hutchinson, KS
Wells Fargo Clearing
Brian Perrone's 31 years of experience and Series 63 and 65 licenses equip him to address complex financial needs in Hutchinson, KS, including agricultural land and family business succession. Affiliated with Wells Fargo Clearing, he offers flat-fee and AUM-based pricing, leveraging a disciplined IPS-driven investment approach and serving high-net-worth clients through a large firm environment.
Experience: 32 years
Avg account: $475,575
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Chad M
Series 66
Hutchinson, KS
LPL Financial
Chad Martens brings over 21 years of experience in wealth management and retirement plans for business owners, making him well-equipped to address complex financial needs in Hutchinson, KS. Operating through LPL Financial, a large firm, he offers flat-fee financial planning and consulting, which may appeal to clients seeking transparent pricing and access to extensive investment research resources.
Experience: 21 years
Avg account: $399,489
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Mark W
ChFC®, Series 63
Hutchinson, KS
Cetera
Mark Woleslagel brings over 44 years of experience in wealth management and specializes in retirement plans for business owners, making him well-suited for seasoned clients in Hutchinson, KS. Operating within Cetera, a large firm, he offers flexible fee structures including flat fees and hourly consulting, and serves a diverse client base including high earners and those approaching retirement.
Experience: 44 years
Avg account: $306,089
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William S
Series 63, Series 65
Hutchinson, KS
Equitable Advisors
William Small's 40 years of experience and Series 63 and 65 licenses equip him to address complex retirement income strategies and Social Security optimization for clients in Hutchinson, KS. Affiliated with Equitable Advisors, a large firm offering diverse financial planning and asset management services, he specializes in serving Baby Boomers and high-net-worth individuals, providing tailored guidance within a hybrid referral and implementation model.
Experience: 41 years
Avg account: $609,299
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Mary C
Series 63
Hutchinson, KS
Ameriprise
Mary Cloyd's 42 years of experience and focus on retirement income strategy make her well-suited for clients approaching retirement in Hutchinson, KS. Affiliated with Ameriprise, a large firm offering comprehensive advisory and insurance solutions, she provides tax-smart withdrawal strategies and Social Security optimization, distinguishing her through a broad service range and a 0.15% AUM fee.
Experience: 42 years
Avg account: $471,167
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