Top advisors in Kansas
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 financial advisor in Kansas when you're navigating complex investment decisions or planning for significant life changes like retirement or education funding. Without clear guidance, it's easy to overlook how local economic factors and tax rules impact your financial plan.
- Local market insight. Ask how they incorporate Kansas-specific economic trends and tax considerations into your strategy.
- Experience with diverse portfolios. Confirm they can tailor investment approaches that align with your unique goals and risk tolerance.
- Coordination with other professionals. Check how they collaborate with your accountants or attorneys to ensure your financial plan is cohesive.
- Long-term planning focus. Ensure they help you anticipate future financial needs, not just immediate concerns.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kristin M
Series 66
Mt Pleasant, SC
Primerica Advisors
Kristin Manna offers financial guidance with a focus on business exit strategies and tax-loss harvesting, which can be valuable for clients in Kansas managing complex investment decisions or planning significant life changes. Affiliated with Primerica Advisors, a large firm, she provides flexible fee options including flat fees and subscriptions, and brings a unique perspective from her prior education career and experience with diverse brokerage and advisory services.
Experience: 1 year
Avg account: $230,599
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April E
Series 63, Series 66
Leawood, KS
RBC Capital Markets
April Emeola offers expertise in tax-loss harvesting and sustainable investing, which can be valuable for managing complex portfolios in Kansas. With seven years of experience at a large firm like RBC Capital Markets, she provides flat-fee options and serves diverse clients including executives and business owners, distinguishing her through a blend of personalized strategies and institutional resources.
Experience: 7 years
Avg account: $1,017,425
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Justin S
CFP®, ChFC®, Series 66
Prairie Village, KS
Edward Jones
Justin Scicluna offers expertise in retirement income strategy and college savings, making him well-suited for financial planning in Kansas. With 13 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he provides a comprehensive approach including estate planning guidance and wealth management, supported by CFP® and ChFC® certifications and a fee structure up to 1.35% annually.
Experience: 13 years
Avg account: $246,728
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Norman G
Series 65, Series 66
Overland Park, KS
Commonwealth Financial Network
Norman Grant's 18 years of experience and expertise in retirement income strategy and tax-loss harvesting make him well-suited for financial advising in Kansas, especially for clients planning long-term financial goals. Operating through Commonwealth Financial Network, a large firm offering flat-fee consulting and diverse advisory programs, he provides tailored wealth management services and benefits from extensive firm support, distinguishing him from advisors with smaller firm affiliations or narrower fee structures.
Experience: 18 years
Avg account: $568,323
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David W
Series 63, Series 65
Overland Park, KS
TFB Advisors, LLC
David Wentz offers extensive expertise in retirement plans for business owners and real estate investing, making him well-suited for financial advisors in Kansas addressing complex investment and retirement planning needs. With 34 years of experience, a flat-fee structure for planning, and leadership at a firm managing nearly $860 million, he provides seasoned, independent advice tailored to diverse clients including executives and founders.
Experience: 34 years
Avg account: $601,761
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