Top wealth management 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.
When you're managing significant assets and planning for your financial future, you need advisors who understand how to balance growth, risk, and your personal goals. Without focused wealth management, it's easy to overlook how your investments, taxes, and estate plans interact, which can lead to missed opportunities or unexpected costs.
- Holistic asset oversight. Look for advisors who consider your entire financial picture, not just isolated accounts.
- Succession planning insight. In rural areas like Hutchinson, ask how they handle agricultural land and family business transitions.
- Tax impact awareness. Confirm they integrate tax strategies with investment decisions to optimize your net returns.
- Long-term risk management. Ensure they address how market changes and life events might affect your wealth over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lori M
Series 63, Series 65
Hutchinson, KS
Packerland Brokerage Services, Inc.
Lori Miller offers wealth management expertise in Hutchinson, KS, with 15 years of experience and credentials including Series 63 and 65 licenses. She provides flat-fee financial planning through Packerland Brokerage Services, which supports diverse clients with discretionary and non-discretionary portfolio management, distinguishing her with flexible advisory options and a broad service scope compared to others.
Experience: 15 years
Avg account: $277,427
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Melanie C
Series 63, Series 66
Hutchinson, KS
Edward Jones
Melanie Collins offers wealth management expertise in Hutchinson, KS, with 20 years of experience and specialties including tax-loss harvesting and multi-generational wealth transfer. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides access to extensive resources and a comprehensive advisory program with an AUM fee up to 1.35% annually, distinguishing her from smaller local advisors.
Experience: 21 years
Avg account: $246,728
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Mark W
ChFC®, Series 63
Hutchinson, KS
Cetera
Mark Woleslagel offers wealth management expertise in Hutchinson, KS, with 44 years of experience and credentials including ChFC® and Series 63. Operating within Cetera's large firm, he provides flat-fee and hourly consulting options, serving high earners and those approaching retirement, which distinguishes him through flexible fee structures and a broad range of retirement and philanthropic planning specialties.
Experience: 44 years
Avg account: $306,089
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Shawn P
Series 66
Hutchinson, KS
3rd Level Wealth
Shawn Powell in Hutchinson, KS, specializes in wealth management with 12 years of experience and holds a Series 66 designation. His firm, 3rd Level Wealth, integrates tax preparation and business-exit consulting, using primarily passive investment strategies and serving individuals, business owners, and high-net-worth clients with a 1.25% AUM fee, distinguishing him from others by combining tax and succession planning expertise.
Experience: 13 years
Avg account: $71,429
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Cynda W
Series 63, Series 65
Hutchinson, KS
LPL Financial
Cynda Wright offers wealth management expertise in Hutchinson, KS, with 40 years of industry experience and credentials including Series 63 and 65. She provides flat-fee financial planning through LPL Financial, a large firm known for diverse investment solutions and in-house research, catering to high-net-worth households and retirement plan sponsors, which distinguishes her from other local advisors.
Experience: 41 years
Avg account: $399,489
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