Independent, 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.
You might seek a wealth management advisor when you want to coordinate your investments, taxes, and estate plans into a clear, long-term strategy. Without focused expertise, it's easy to overlook how your unique assets and family goals fit together, leading to fragmented advice.
- Holistic asset view. Confirm how they integrate your investments, real estate, and business interests into one plan.
- Succession planning insight. Ask about their experience with agricultural land or family business transitions common in rural areas.
- Independent advice approach. Understand how their independence affects product recommendations and fee structures.
- Tax and estate coordination. Check how they align wealth management with your tax situation and legacy goals.
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 specialties including retirement income strategy and options & derivatives strategies. Her firm, Packerland Brokerage Services, provides both discretionary and non-discretionary account management, serving diverse clients with flat-fee financial planning ranging from $500 to $10,000, distinguishing her approach from others by combining independent advice with comprehensive service options.
Experience: 15 years
Avg account: $277,427
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Justin K
Series 65
McPherson, KS
SJHL Financial Group
Justin Kaufman specializes in wealth management with a focus on retirement plans for business owners and business exit strategies, making him well-suited for coordinating investments and tax planning in Hutchinson, KS. His firm employs a flat-fee, independent approach and manages $138.7 million across 344 clients, using customized asset allocations with low-cost mutual funds and ETFs, which may appeal to clients seeking cost-effective, long-term strategies.
Experience: 3 years
Avg account: $454,183
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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, offering a 1.25% AUM fee and focusing on passive investment strategies, which may provide a more tailored and tax-efficient approach compared to other independent advisors nearby.
Experience: 13 years
Avg account: $71,429
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Cameron K
Series 63, Series 65
Buhler, KS
Nwf Advisory Services Inc
Cameron Kaufman offers wealth management expertise with 29 years of experience and holds Series 63 and 65 credentials, serving clients from Buhler, KS. His firm, NWF Advisory Services Inc, manages $3.82 billion using an open-architecture platform and provides flat-fee financial planning, retirement consulting, and estate services, distinguishing him with a broad service range and seasoned independent approach.
Experience: 29 years
Avg account: $562,071
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